Other Actions for Credit Note

There are a host of other actions that you can perform on a credit note in Zoho Books.


Edit Credit Note

You can change the details of your existing credit note. Here’s how:

Edit Credit Note

Download Credit Note

You can download your credit note as a PDF. Here’s how:

Download Credit Note

Void Credit Note

Sometimes, you might not want a credit note to be a part of your sales transactions. At the same time, you might not want to delete it either. In such a case, you can choose to void the credit note. Here’s how you can do it:

Void Credit Note

If you want to make the credit note active again, you can convert it to draft. Here’s how:

Convert to Draft

Note:
If you unvoid a credit note, it will be in the Draft status by default. You would have to convert the credit note to open for it to be an active transaction again.


Attach Files to Credit Note

You can attach up to 5 files to each credit note. The size limit for each file is 5 MB.

To attach files to your credit note:

Upload options

Options Description
Drag & Drop Upload files from your system.
Documents Upload files from documents saved in your Zoho Books account.

You can Download, Delete or Remove the files by clicking the options below the uploaded files.

Note:

Attach Files to Credit Note

Print Credit Note

To print a credit note:

Print Credit Note

Filter Credit Notes

You can filter credit notes based on their status. Here’s how:

Filter Credit Notes

Custom Views

Want to create and define your own filters? You can filter your credit notes based on various criteria related to the credit note, customer details or the sales person. This is done using custom views.

To create a custom view:

New Custom View

Export Credit Notes

You can export all your credit notes in Zoho Books in CSV, XLSX or XLS format. Here’s how:

Export Credit Notes Final Export

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