Enable Credit Notes

Credit notes let finance teams issue credits against client billing.

Before You Start

Confirm that:

• Your plan includes credit note access.
• You have admin or billing settings permission.
• Invoice settings and currencies are configured.
• Finance has agreed on approval and numbering rules.

Steps

1. Open Settings.
2. Go to Credit Notes.
3. Enable credit notes if the module is disabled.
4. Configure numbering, approval behavior, and defaults.
5. Review related invoice and financial settings.
6. Save changes.
7. Test with a small finance scenario before broad rollout.

Copilot Prompt

Try:

Help me enable credit notes.

Copilot should guide you to the right settings area or offer a navigation action. It should not claim the setting was changed unless a confirmed action actually runs.

Recommended Checks

Before rollout, verify:

• Who can create credit notes.
• Who can approve credit notes.
• Whether credit notes require approval before use.
• How credit note numbers are generated.
• How credits appear on invoices and reports.

Troubleshooting

If you cannot see Credit Notes settings:

• Check plan feature access.
• Review your role permissions.
• Ask an admin to enable the module.

If credit notes cannot be issued:

• Check invoice and customer status.
• Confirm financial settings are complete.
• Review approval rules.

Related Docs

• Credit Notes
• Financial Configuration
• Invoices
• Settings and Administration