There are a host of other actions that you can perform on a credit note in Erpisto.
- Edit Credit Note
You can change the details of your existing credit note. Here’s how:
- Go to Sales > Credit Notes.
- Select the credit note you want to edit.
- Click the Edit icon in the top right side of the page.
- Make the changes and save the credit note.
- Void Credit Note
- Go to Sales > Credit Notes.
- Select the credit note you wish to void.
- Click More > Void.
- Enter the reason to void.
- Click Void it.
- Print Credit Note
To print a credit note:
- Go to Sales > Credit Notes and select the credit note you want to print.
- Click the Print icon on the right side of the page.
- Check the preview and click Print.
- Credit Note Preferences
Let’s have a look at the various settings you can configure for the Credit Notes module in Erpisto.
- Basic Settings
To configure your credit, note preferences:
- Go to Settings on the top right corner of the page.
- Select Credit Notes under Sales.