You can use tag categories to create credit note reasons. You can then apply these when creating credit notes within the timesheet adjustment wizard, or in generate invoices, and invoice list. There is also a column within the credit note list showing the reason.

Setting up credit note reasons

Go to your system configuration cog in the top right-hand corner, and within the general panel select tag categories.

You need to enter in the name field creditnotereasons , set Library Type to custom and the 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 , 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 for crediting you must have process for invoicing ticked.

Selecting your credit note reason when using list invoices & generating invoices

When using list invoices to credit, you are able to click on the edit button in 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.

When using generating invoices you will have the same options to set a credit reason by clicking edit in the preview panel and then assigning a reason.

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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