Copy a credit note
Copy a sales or purchases credit note to save time with data entry. Then depending on your user role, send it for approval or approve it yourself.
What you can do
- Copy draft, approved, deleted, and voided credit notes.
- Edit the information in the new credit note.
Copy a sales or purchases credit note
- In the Accounts menu, click Sales or Purchases.
- Under Invoices or Bills, click the status of your credit note.
- Click the credit note you want to copy.
- Click Credit Note Options, then select Copy.
- Edit the credit note fields.
- Save the credit note, send it for approval, or approve it yourself.