Zoho Invoice


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 our Custom Field option.

Terms & Conditions and Customer Notes


Credit Note Preferences

Credit Note Preferences

Alternatively, you can also click the Gear icon on the top-right corner and choose Preferences > Credit Notes to access the preferences of the Credit Notes.

Credit Note 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 the Custom Field option to add additional details to your credit notes.

To create a Custom Field,

Learn more about Custom Fields.

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