You have created a credit note and you want to edit it
This document assumes the following:
You know how to create credit note manually
You understand what restrictions you may encounter while editing a credit note
You understand the implication if connected to Xero
How To Edit A Draft/Approved Credit Note
Navigate to the Money tab, and click Credit Notes
Select Draft, open the credit note and select Edit
An approved credit note that has been applied, cannot be altered at any stage.
Editing Restrictions Of A Draft Credit Note Versus A Approved Credit Note
Draft Credit Note
Approved Credit Note
For (Bill payer)
Credit Note Term
Bill Payer Address
Will be automatically updated with the change in bill payer if necessary
Credit Note Period From/To
Credit Note Date
Catergory/ Item/ Description
Add an Item
*Credit line items that were manually created can be edited and deleted regularly in draft status. However, credit line items that were automatically generated through adjustment items have some editing restrictions.
The Category and Item cannot be edited.
*If by any chance, you are wanting to edit a line item that you cannot, then best practice is to delete the line item.
Awesome! You now know how to edit credit notes in Enrolmy.