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Copy an existing Credit Note

Copy an existing Credit Note

  1. In the Account menu, select Sales.
  1. Click a status tab in which your credit note exists, then find and open the credit note you want to copy. If you want to copy a voided credit note then you will need to search in All tab.
  1. Click on the Credit Note Options drop-down button, select the Copy option.
  1. Click Ok.
  1. Enter or edit the required information into the credit notes fields.
  1. You can also add new items or edit the existing one.
  1. Click on the:
    • Receipt Upload button if you want to add a receipt to the credit note.
    • Save as Draft button if you want to save the credit note as a draft.
    • Approve button if you want to save the credit note as Awaiting Payment.

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