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

  1. In the Accounts menu, click Sales or Purchases.
  2. Under Invoices or Bills, click the status of your credit note.
  3. Click the credit note you want to copy.
  4. Click Credit Note Options, then select Copy.
  5. Edit the credit note fields.
  6. Save the credit note, send it for approval, or approve it yourself.