Any Credit Note created must have a "Credit Reason" selected for each line being credited or returned. Credit Reasons provide valuable insights into why Credit Notes are being processed against your sales, helping you better manage your business transactions while maintaining transparency and an auditable trail of all processes completed. This functionality helps you identify patterns in returns, defects, or other credit-related issues, enabling better business decision-making.
Tutorial Video
Credit Reasons
Manage Credit Reasons
To manage your Credit Reasons, navigate from the main menu to Settings > Systems > Credit Reasons. From this location, you can create new Credit Reasons, edit existing ones, or delete those no longer needed.
Add a Credit Reason
To create a new Credit Reason:
Go to Settings > System > Adjustment Reasons.
In the "Credit Reason" field, enter a unique name for the new reason.
Click Add.
The new Credit Reason will be added to the Credit Reason list on the page and will be available to select in new or Parked status Credit Notes or Free Credits.
Edit a Credit Reason
Credit Reasons can be edited as your business needs change:
Go to Settings > System > Credit Reasons.
Click on the Credit Reason's row.
Edit the reason as required.
Click away from the Credit Reason.
When you edit a Credit Reason's name, the change applies retroactively to all Credits that previously used that reason. This ensures consistency across your historical data.
Delete a Credit Reason
If a Credit Reason has not been used and is no longer needed, it can be deleted:
Go to Settings > System > Credit Reasons.
Click on the bin icon along the Credit Reason's row.
If you don't see a bin icon next to a Credit Reason, it means that reason is currently being used by an existing Credit and cannot be deleted. If the Credit is in a Parked status, you'll need to change its selected reason before deletion becomes possible. Credit Reasons in Credits in Completed or Deleted status cannot be changed.