## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-fr/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Other Actions for Credit Note

## Edit Credit Note

You can change the details of your existing credit note. Here’s how:

*   Go to **Sales** > **Credit Notes**.
*   Select the credit note you want to edit.
*   Click the **Edit** icon in the top right side of the page.
*   Make the changes and save the credit note.

![Edit Credit Note](/books/help/images/credit-note/edit-cn.png)

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## Download Credit Note

You can download your credit note as a PDF. Here’s how:

*   Go to **Sales** > **Credit Notes**.
*   Select the credit note you want to download.
*   Click the **PDF** icon on the right side of the page.

![Download Credit Note](/books/help/images/credit-note/pdf-cn.png)

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## Void Credit Note

Sometimes, you might not want a credit note to be a part of your sales transactions. At the same time, you might not want to delete it either. In such a case, you can choose to void the credit note. Here’s how you can do it:

*   Go to **Sales** > **Credit Notes**.
*   Select the credit note you wish to void.
*   Click **More** > **Void**.
*   Enter the reason to void.
*   Click **Void it**.

![Void Credit Note](/books/help/images/sales-order/void-so.png)

If you want to make the credit note active again, you can convert it to draft. Here’s how:

*   Go to **Sales** > **Credit Notes**.
*   Select the credit note (in the **Void** status) that you want to make active.
*   Click **More** > **Convert to Draft**.
*   Enter the reason to make the credit note active.
*   Click **Convert to Draft**.

![Convert to Draft](/books/help/images/credit-note/unvoid-cn.png)

**Note:**  
If you unvoid a credit note, it will be in the **Draft** status by default. You would have to convert the credit note to [open](index.html#convert-to-open) for it to be an active transaction again.

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## Attach Files to Credit Note

You can attach up to 5 files to each credit note. The size limit for each file is 5 MB.

To attach files to your credit note:

*   Go to **Sales** > **Credit Notes** and select the credit note to which you want to attach the file(s).
*   Click the **Attach** icon in the top right corner of the page.
*   Select your upload option.

**Upload options**

Options

Description

Drag & Drop

Upload files from your system.

Documents

Upload files from documents saved in your Zoho Books account.

You can **Download**, **Delete** or **Remove** the files by clicking the options below the uploaded files.

**Note:**

*   If you **Delete** a file, it will be permanently deleted from your account.
*   If you **Remove** a file, it will be removed from the transaction but will still be present in your documents tab.

![Attach Files to Credit Note](/books/help/images/credit-note/attach-file.png)

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## Print Credit Note

To print a credit note:

*   Go to **Sales** > **Credit Notes** and select the credit note you want to print.
*   Click the **Print** icon on the right side of the page.
*   Check the preview and click **Print**.

![Print Credit Note](/books/help/images/credit-note/print-cn.png)

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## Filter Credit Notes

You can filter credit notes based on their status. Here’s how:

*   Go to **Sales** > **Credit Notes**.
*   Click the **All Credit Notes** dropdown in the top of the page.
*   Select the credit note status to filter accordingly.

![Filter Credit Notes](/books/help/images/credit-note/filter-cn.png)

### Custom Views

Want to create and define your own filters? You can filter your credit notes based on various criteria related to the credit note, customer details or the sales person. This is done using custom views.

To create a custom view:

*   Go to **Sales** > **Credit Notes**.
*   Click the **All Credit Notes** dropdown in the top of the page.
*   Click **\+ New Custom View**.
*   Fill in the criteria and select the column preferences.
*   **Save** the custom view.

![New Custom View](/books/help/images/credit-note/custom-view.png)

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## Export Credit Notes

You can export all your credit notes in Zoho Books in CSV, XLSX or XLS format. Here’s how:

*   Go to **Sales** > **Credit Notes**.
*   Click the **More** icon on the top right side of the page.
*   Select **Export Credit Notes**.

![Export Credit Notes](/books/help/images/credit-note/export-cn1.png)

*   Select the format of the export under **Export As**, and fill in the other necessary fields.
*   Click **Export**.

![Final Export](/books/help/images/credit-note/export-cn2.png)

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**Related >**

*   **[Apply Credits to Invoice](apply-credits.html)**
*   **[Refund Credits](refund-credits.html)**
*   **[Delete Credit Note](delete-cn.html)**

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