How To Edit A Draft/Approved Credit Note
Navigate to the Money tab, and click Credit Notes
Select Draft or Approved, open the credit note, and select Edit
An approved credit note that has been applied, cannot be altered at any stage.
Editing Restrictions Of A Draft Credit Note Versus An Approved Credit Note
Area | Information | Draft Credit Note | Approved Credit Note |
|---|---|---|---|
General | For (Student) |
|
|
For (Bill payer) |
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| |
Activity Name |
|
| |
Credit Note Term |
|
| |
Bill Payer Address | Will be automatically updated with the change in bill payer if necessary | ||
Reference |
|
| |
Credit Note Period From/To |
|
| |
Credit Note Date |
|
| |
Tax Rate |
|
| |
Invoice Items | Category/ Item/ Description |
|
|
Price |
|
| |
Qty |
|
| |
Account |
|
| |
Tax Rate |
|
| |
Amount |
|
| |
Actions |
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| |
Add an Item |
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| |
Notes |
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| |
*Credit line items that were manually created can be edited and deleted regularly in draft status. However, credit line items that were automatically generated through adjustment items have some editing restrictions.
The Category and Item cannot be edited.
*If by any chance, you are wanting to edit a line item that you cannot, then best practice is to delete the line item.
