How to Edit or Delete an Existing Credit Note

Overview
Modify details of a credit note (before it’s applied) or remove obsolete ones.

Steps

1. In Finance → Credit Note, find the credit note row and click the ⋮ Action menu.

2. Choose Edit to update:

   • Credit amount, date, reason, attachments.

3. Click Save to apply changes.

4. To remove a credit note, choose Delete and confirm the prompt.

Tips

• Only credit notes in Draft or Issued status can be edited or deleted.

• Once a credit note has been applied to an invoice, you must first unapply it before deletion.

Troubleshooting / FAQs

• Q: The “Delete” option is disabled.

  • A: That credit note has been applied to an invoice—unapply it first under the invoice’s “Applied Credit” section.

• Q: Edits are not saving.

  • A: Check for missing required fields (marked *) and retry.