Draft a credit note

When a credit note is created you can opt to save it as a 'draft' version, or to create a finalized credit note version. This is available for a discount credit note, or a write-off credit note. Save the credit note as a draft if you need to check the contents with your manager before the credit note can be finalized.

When you open an invoice an orange color banner is shown at the top of the page if a draft credit note is attached. Actions available for a draft credit note are:

• View and finalize - Click this option to open the draft credit note to check the details. If the details are correct click the arrow options to the right of the save button and select the 'save and finalize' option.

• Delete - Remove the draft credit note by clicking the word 'delete' in the orange banner in the open invoice, or in the open credit note click the page actions button  and choose the 'delete credit note' option. Only draft status credit notes can be deleted.

Tip: Cancel credit notes cannot be saved as a draft. Cancel credits must be finalized or canceled.