Control who can issue credit notes
Limit credit notes to the people who should write off invoices, and review them afterward.
Table of Contents
Open a role under Roles, or one person under Role & locations.
In Sales and payments, tick or untick Issue credit notes.
Save.
Without it, Credit note (write off) doesn't appear in an invoice's Options menu. Every credit note appears in the corrections report, along with who issued it.
Up next
Next, read Assign a department.