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).
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Setup required before use |
Who can use it? |
Where is it? |
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Assistant project manager* Project manager Director access Assistant administrator System administrator
*Unable to finalize credit notes.
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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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