Zoho Invoice

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Back to Credit Note Overview

More with Credit Notes

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Filtering vendor credits

Custom Views

Custom Views are specific filters to list your credit notes based on your criteria.

For example, out of all your credit notes in Zoho Invoice, you might want to view those credit notes that are greater than $1000.

With Custom Views, you can simply create this filter. All you have to do is set criteria and later use it to classify data.

To create a Custom View:

Your new custom field will now be listed under Created By Me, in the dropdown.


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