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Credit Note Preferences

In the Preferences section, you would be able to assign default terms and conditions and notes to your customers. Also, you can add additional fields to your credit notes by using Custom Field.

Terms & Conditions and Customer Notes{#t&c-notes} 

  • Navigate to Credit Notes*.

  • Click the Gear icon in the top-right corner of the page and select Preferences.

    Credit Notes Module Preferences

  • Terms & Conditions, Customer Notes: Enter the terms & conditions and customer notes to be displayed in your credit notes. This will be displayed in all the credit notes created unless you change the content at the time of creating the credit note.

    Credit Notes Terms and Conditions

Alternatively, you can also navigate to Settings > Preferences > Credit Notes to access the preferences of the Credit Notes.

Credit Notes Settings Preferences

Custom Fields

Scenario: One of Sam's customers want the credit note to include the reason the goods were returned. So Sam creates a custom field for it and ensures that the specific field is displayed on the credit note created to that particular customer.

Similarly, you can make use of Custom Fields to add additional details to your credit notes.

To create a Custom Field,

  • Navigate to Settings > Preferences > Credit Notes.
  • Click Field Customization and click + New Custom Field.
  • Provide a name for your custom field in the Label Name section.
  • You can choose to make the custom field mandatory and display it on the PDF based on your preferences.
  • Click Save.

Learn more about Custom Fields.

Custom Status

ENTERPRISE EDITION

In Zoho Billing, credit notes have a standard set of statuses such as Draft, Open, Void and Closed. However, with the Custom Status feature you can add a status of your own. When you do so, you need to select a ‘parent’ status from the set of default statuses present in Zoho Billing.

Whenever the credit note is in the parent status, you can change it to your custom status.

For example, let’s say you create a custom status named Under Review with the parent status being Draft. Now, a credit note in the Draft status can be marked as Under Review.

To create a custom status in Zoho Billing:

  • Go to Settings on the top right corner of the page.
  • Select Credit Notes under Sales.
  • Navigate to the Custom Status tab.
  • Click + New Custom Status.
  • Choose the parent status and enter the name of your custom status.
  • You can set your preferred label color and click Save.

To mark the custom status:

  • Go to Sales > Credit Notes.
  • Select a credit note which has the parent status you set for your custom status.
  • Click the More icon to view and mark the custom status.
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