## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/sa/billing/llms.txt

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

# Credit Note Preferences

In the _Preferences_ section, you can configure your settings for the credit notes you create. You can set default terms and conditions, add notes for your customers, lock your credit notes from being edited by other users, create custom buttons, and create related lists to access relevant information from inside or outside your Zoho Billing application. You can also add additional fields to your credit notes.

### Credit Note QR Code

**Note:** To display the QR code in a credit note, make sure you’ve enabled the **Show Credit Note QR Code** option under Settings > Customization > PDF Templates > Credit Notes Templates.

You can add a QR code with custom information or a URL when you create credit notes for your customers. When you enable **Credit Note QR Code**, your customers can scan and view the information or access the URL you set. Here’s how you can enable QR codes in Zoho Billing:

*   Go to _Settings_ on the top-right corner of the page.
*   Click **Credit Notes** under _Sales_.
*   In the _General_ tab, slide the toggle near the Credit Note QR Code to Enabled.
*   By default, the QR Code Type will be set to **Custom**.
*   Click **Configure**, enter the custom message or insert placeholders to be displayed when scanned, and click **Update**.
*   Enter the **QR Code Description**.
*   Click **Save**.

Once saved, the credit notes you create will display the QR code.

If you wish to include QR codes in existing templates:

*   Go to _Settings_ on the top-right corner of the page.
*   Select **PDF Templates** under _Customization_.
*   In the Templates pane, select **Credit Notes**.
*   Click **Edit** on the template where you want to include the QR code.
*   Go to the _Other Details_ section of the template.
*   Check the **Show Credit Note QR Code** option.

### Terms & Conditions And Customer Notes

Enter the terms & conditions and customer notes to be displayed in your credit notes. This content will appear in all credit notes created unless you update it while creating a credit note. Alternatively, you can also navigate to _Settings_ > _Preferences_ > _Credit Notes_ to access the preferences of credit notes.

### Approvals

When you set up transaction approvals for your organization, your employees can create transactions and submit them for approval. The user with approval access can verify the transactions and edit them (if required) before approving, thus preventing errors that might occur in the transaction. Learn more about [Approvals](/sa/billing/help/settings/transaction-approval/transaction-approval-workflow.html).

### Field Customization

**Scenario:** One of Sam's customers wants 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 for 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_ > Sales> _Credit Notes_.
*   Click _Field Customization_ and then 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](/sa/billing/help/settings/preferences/general.html#field-customization).

### Record Locking

You can lock your credit notes by restricting certain roles from performing actions such as editing, deleting, voiding, and so on.

### Custom Buttons & Links

You can create new buttons in the Credit Notes module to perform specific actions for your transactions, or to open external links. You can create them using Deluge script and execute actions based on the functions you add.

### Related Lists

You can fetch data from both the Zoho Billing application and third-party services with Related Lists, and view them in the Credit Notes module, making it easy to cross-reference information from different sources.

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