Create and manage credit note types
Label why credit notes are issued, so refunds are easy to report on.
Table of Contents
Types explain why a credit note was issued, and reporting on them shows where money is going back.
Create one
Go to Setup, open Credit Note Types and click Create Credit Note Type.
Enter a name, such as Duplicate payment.
Enter a short Code.
Add a Prefix if you need one for reporting.
Leave it active, and click Create.
Change one
Use Row actions to Edit, Deactivate or Activate. Staff choose from active types under Credit note reason.