Credit Note Preferences

Let’s have a look at the various settings you can configure for the Credit Notes module in Zoho Books.

To configure preferences for the Credit Notes module:

Go to Settings on the top right corner of the page.
Select Credit Notes under Sales.

Preferences

Terms & Conditions

Enter the Terms and Conditions of your business to be displayed in your credit notes.

Customer Notes

Enter any notes of your business that you want to display in your credit notes.

Click Save.

Approvals

You can set up approval workflows for credit notes. You can choose from No Approval, Simple, Multi-Level, and Custom Approval types based on your business requirements. Learn more about Approvals.

Fields

You can create new fields for the Credit Notes module and assign different data types for each of them. Learn more about Fields.

Record Locking

You can lock credit note records to prevent unauthorized changes after they reach a specific status. Learn more about Record Locking.

Buttons

You can create new buttons in the Credit Notes module that either execute actions using deluge scripts or open external URLs when clicked. Learn more about Buttons.

You can view data from both the app and third-party services with Related Lists, making it easy to cross-reference information from different sources. Learn more about Related Lists.

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