## Zoho Invoice — Product, features, payments, integrations, solutions, and help Index

Access the complete documentation index at:
https://www.zoho.com/us/invoice/llms.txt

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

# 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.

To access the preferences of the Credit Notes, you can go to **Credit Notes** in the left sidebar, click **More Actions** at the top and select **Preferences**.

### Credit Note QR Code (#qr-code)

You can add a custom URL or embed information as a QR code in the credit notes you send to your customers. Here’s how you can enable QR Codes in Zoho Invoice:

*   Go to _Settings_ and select **Credit Notes**.
*   In the _General_ tab, slide the toggle next to _Credit Note QR code_ to **Enabled**.
*   Click **Configure** next to _QR Code Type_, and enter the custom message (within 250 characters) or insert placeholders and click **Update**.
*   Enter the QR Code Description and click **Save**.

Once the QR code has been enabled, all the templates created afterward will have the QR code enabled by default.

If you wish to show the configured QR code in the existing credit note template:

*   Go to _Settings_ and select **PDF Templates**.
*   In the _Templates_ pane, select **Credit Notes**.
*   Click **Edit** on the template you wish to include the QR code.
*   Navigate to the _Other Details_ tab and select **Document Summary**.
*   Mark **Show Credit Note QR Code** and click **Save**.

The QR codes will now be included in the credit notes created using the existing templates.

### Terms & Conditions and Customer Notes

*   Go to _Settings_ and select **Credit Notes**.
*   Enter the terms & conditions and customer notes to be displayed in your credit notes.

This will be displayed in all the credit notes created unless you change the content at the time of creating the credit note.

### 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,

*   Go to _Settings_ and select **Credit Notes**.
*   Navigate to the **Field Customization** tab and click **\+ New Custom Field**.
*   Enter the _Label Name_, _Data Type_ and other necessary details.
*   You can choose to make the custom field mandatory and display it on the PDF based on your preferences.
*   Click **Save**.

**Note:** Currently, only the **Text Box (Single Line)** data type is supported in Zoho Invoice, and you can create up to three custom fields of this type in each module.

Learn more about [Custom Fields](/us/invoice/help/settings/preferences.html#field-customization).

## You might also find these helpful

[

### Create New Credit Note

Learn how you can create a new credit note from the Credit Notes module, Invoices and Customers module

](/us/invoice/help/credit-note/new-credit-note.html?src=help-other-resources)[

### PDF Templates

Customize your templates for various transactions to match your brand and preferences.

](/us/invoice/help/settings/templates.html?src=help-other-resources)[

### Managing Credit Notes

Manage credit notes in Zoho Invoice by customizing, filtering, and sorting them easily.

](/us/invoice/help/credit-note/manage-credit-notes.html?src=help-other-resources)