You can use Tag Categories tag categories to create credit note reasons. You can then apply these when creating credit notes within the Timesheet Adjustment Wizard or Invoice List timesheet adjustment wizard, or in generate invoices, and invoice list. There is also a column within the Credit Note List credit note list showing the reason.
Setting up credit note reasons
Go to your System Cog system configuration cog in the top right-hand corner, and within the General general panel select Tag Categories tag categories.
You need to enter in the name field CreditNoteReasons creditnotereasons , set Library Type to Custom custom and the Library library values field will appear. Enter the reasons you wish to have within your dropdown selection within this field. Each reason must be separated with a comma , Click then click save. These reasons can be added, edited or removed as required.
Selecting your credit note reason when using the Timesheet Adjustment Wizard
To enable the Reason reason for Crediting crediting you must have Process process for Invoicing invoicing ticked.
Selecting your credit note reason when using
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list invoices & generating invoices
When using List Invoices list invoices to credit, you are able to click on the edit button in Preview Credit Notes preview credit notes, you will then see the option to add a reason for crediting. This will appear on the invoice as well within Additional Details additional details.
When using generating invoices you will have the same options to set a credit reason by following the steps above.
There is a column in your List Credit notes called Credit note reason, which will now show the reason you have selected.
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