Creation

Information regarding Credit Note: 1) What is a credit note? 2) When it is used? 3) What are the Credit Note statuses used within the app?

Reference number field is an optional space where you can enter any number or a string which is related to the documents (Invoice, P.O, Credit Note)

There are different email statuses used within the application and each status is represented by different color - Red, green and blue planes icon.

Change the label/Text of Grand Total and Adjustments as per your choice. Adjustments helps you to round off the Grand Total. Add any +ve or -ve charges that need to be applied to adjust the Grand Total Eg. +10 or -10.

If you are trying to change assigned client from a document (Invoice, PO, Credit Note) but not able to do it then this article is for you