HOME / COMMUNITY Switch to knowledge base

Modify credit note once saved and sent

Hi, I have created a credit note attached to an invoice which I saved and sent but I forgot to change the description before I sent it and now I cant modify it.

Is there a way to change or redo this action without losing the credit note number?

TIA

Victoria

Hi @andrewandvictoria1

Unfortunately there isn’t a way of changing the credit note at the moment This may change in the future however.

The only way to change it at the moment would be to delete the credit note and create a new one.

Hi Victoria,

What you can do now is click on any line item description in the credit note and a box will appear where you can edit the text. This was introduced in yesterday’s release.

Hope that helps!

2 Likes

Perhaps the same faciltiy should also be available to amend credit note descriptions within the purchase ledger

This topic was automatically closed after 7 days. New replies are no longer allowed.