Credit Note Preferences
Let’s have a look at the various settings you can configure for the Credit Notes module in Zoho Books.
In this page…
Basic Settings
To configure your credit note preferences:
- Go to Settings on the top right corner of the page.
- Select Credit Notes under Sales.
Terms & Conditions
Enter the Terms and Conditions of your business to be displayed in your credit notes.
Customer Notes
Enter any notes of your business that you want to display in your credit notes.
- Click Save.
Field Customization
You can add multiple custom fields for the Credit Notes module and assign different data types for each of them. Learn more about Field Customization.
Custom Buttons & Links
You can create new buttons in the Credit Notes module to perform specific actions for your transactions, or to open external links. You can create them using deluge script and execute actions based on the functions you add. Learn more about Custom Buttons & Links.
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