How do I create a Credit Note Type?

Updated on November 9, 2020 12:52AM by Admin

The Financial section of the Apptivo suite of Apps has the Credit Notes App. A credit note is a document given by a business to its customers. It can be provided to the customers through credit purchase, overpayment, and product return. You can also create different credit note types and add them while creating or editing a credit note.

Steps to create a credit note type

  • Log in and access the Credit Notes app from your Universal Navigation menu bar.
  • Click on the “More(...) → Settings” icon located at the App header bar.
Credit Notes App

  • Click on “Credit Note → Credit Note Types” from the left navigation panel.

  • Select the “Create” button. "Create Credit Note Type" pop up appears.
  • Provide the name and description of the credit note type.
Create Window

  • Click on the “Create” button to complete.
  • You can Edit (or) Enable/Disable a credit note type in the dashboard. It will be in enabled mode by default.
Type Created

  • The created credit note type will be listed in the dropdown of the Credit Note Type field while creating or editing a credit note.

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