How to Edit A Credit Note

Scenario:

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

Area	Information	Draft Credit Note
General	For (Student)
	For (Bill payer)
	Activity Name
	Credit Note Term
	Bill Payer Address	Will be automatically updated with the change in bill payer if necessary
	Reference
	Credit Note Period From/To
	Credit Note Date
	Tax Rate
Invoice Items	Catergory/ Item/ Description	*
	Price
	Qty
	Account
	Tax Rate
	Amount
	Actions
	Add an Item
	Notes

*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.

Last Updated: 26 May 2023