A credit note document is automatically when the credit note is finalized. Learn more about how to edit, share, or email the credit note document to the client(s).
Setup required before use |
Who can use it? |
Where is it? |
Assistant project manager* Project manager Director access Assistant administrator System administrator
*Unable to finalize credit notes.
|
Project > Invoices tab > Open credit note |
Tips:
- Learn more about setting up credit note document templates.
- Find out about viewing the shared credit note in the project portal.
- Read more about invoice documents.
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