Issuing a Quick Credit Note to a Customer

Modified on Wed, 3 Dec at 5:04 PM

 


You can issue credit notes in two flexible ways, either by entering a simple amount (quick credit note) or selecting specific products (itemized). Approvals can be automatic or manual, based on your settings and user permissions.




Quick Credit Notes – used for creating a general credit note not tied to specific products. 


1.1 In the customer dashboard, select Quick CRN.


1.2 Enter reason and amount then save.




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