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Notes in Customer Credits

Q1. How can I add notes for customers on a customer credit note?

  • Click on Customer Credit > + New Credit

  • Under Credit Notes on the bottom of the customer credit note, add a note for your customer.

Q2. Can I customize customer credit notes?

  • Yes. Click the customize icon beside Credit Notes to edit them. Your changes will appear in the credit note PDF and will be seen by your customer.

Q3. How can I add internal notes to a customer credit note?

  • Find the internal notes section in the customer credit settings tab under 'Advanced'.

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