## Documentation Index

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

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

# 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

![Credit Note Preferences](/books/help/images/credit-note/preferences.png)

### 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**.

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## 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](/qa/books/help/transaction-approval/configure-approvals.html).

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## Fields

You can create new fields for the Credit Notes module and assign different data types for each of them. Learn more about [Fields](/qa/books/help/settings/customization/custom-fields.html).

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## Record Locking

You can lock credit note records to prevent unauthorized changes after they reach a specific status. Learn more about [Record Locking](/qa/books/help/settings/customization/record-locking.html).

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## 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](/qa/books/help/settings/customization/custom-buttons.html).

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## Related Lists

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](/qa/books/help/settings/customization/related-lists.html).