Credit note reason

On a sales credit note you can select the reason why you create the credit note. You can create as many credit note reasons as you need.

Create a credit note reason

  1. To define a new credit note reason, select Create.
  2. Enter an ID, a name and a description for the credit note reason.
  3. Leave the Active switch on to make the record active.
  4. Save.

Edit or delete a credit note reason

You can edit any of the fields at any time.

You cannot delete a credit note reason that is used on a sales credit note.