Q1. Can I save a customer credit note as a draft?
Yes, a customer credit note can be saved as a draft even if all the mandatory fields are not filled.
Q2. How can I convert a draft customer credit note to an active one?
Any draft bill can be converted to active only after all the mandatory fields are filled.
Q3. Can I save a customer credit refund record as a draft?
Similar to a customer credit note, a refund can also be saved as a draft against a credit note.
Q4. How can I convert a draft refund record to an active one?
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.
Q5. Can I delete a draft customer credit?
Yes, you can delete a draft customer credit note. If the note also had a linked draft refund record, it will also be deleted.
Q6. Do draft customer credits affect my financial reports?
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.
Q7. Can I create non-base draft customer credit notes?
Yes, you can save a customer credit note as a draft even if it is in non-base currency.
Q8. Do draft customer credit refunds affect my financial reports?
No, draft customer credit refunds do not affect financial reports.
Q9. Can I create a non-base draft customer credit refund?
Yes, you can save a customer credit refund even if it's in non-base currency.