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


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,

Learn more about Custom Fields.

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