Yes, a customer credit note can be saved as a draft even if all the mandatory fields are not filled.

Yes. Click the list icon beside Edit Draft Credit Note to switch between draft customer credit notes.

Any draft bill can be converted to active only after all the mandatory fields are filled.

Similar to a customer credit note, a refund can also be saved as a draft against a credit note.

For customer credits, any draft refunds are converted only if the credit note is also converted to active.

Hence, to record the refund, the customer credit note must be converted to active status.

Select the draft credit notes using the checkboxes, then click Check and Convert.

Jaz validates which credit notes can be converted and flags those with errors.

Review the results. Signals are available to help you assess trends within a contact before confirming.

Confirm to proceed. Only eligible credit notes will be converted.

Yes, you can delete a draft customer credit note. If the note also had a linked draft refund record, it will also be deleted.

No, they do not. Financial reports are only affected once the customer credit notes are active, and a refund has been recorded for it or it has been applied to an invoice.

Yes, you can save a customer credit note as a draft even if it is in non-base currency.

No, draft customer credit refunds do not affect financial reports.

Yes, you can save a customer credit refund even if it's in non-base currency.