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Edit Customer Credit
Updated over a week ago

Q1. Can I edit a customer credit note?

  • Yes, you can edit a customer credit note.

  • Choose the edit option from the 3-dot menu of the desired customer credit note details screen to edit.

  • Upon choosing edit, you will see an Edit Customer Credit Note page, where you can make changes to your customer credit note headers, line items, attachments, or settings.

Q2. Will a customer credit note get regenerated again after editing?

  • Yes, the customer credit note will be automatically updated upon amendment.

  • Tip: Have an issue where changes are not reflected on the Customer Credit note? Do allow 2 minutes for the system to refresh before attempting to download them again.

Q3. Can I edit a customer credit even if it's in non-base currency?

  • Yes, a customer credit note's currency setting will not affect this.

Q4. Are there any restrictions on how many times I can edit a customer credit?

  • No, there are no restrictions. You can edit a customer credit note as many times as you need to.

Q5. What fields can I modify while editing a customer credit?

  • There are no restrictions on the fields that you can modify while editing a customer credit note.

Q6. What happens to a customer credit refund if the customer credit amount is updated?

  • If you edit any fields that impact the customer credit note amount, any associated refunds will be removed.

  • Jaz will show you a warning if you attempt to update the customer credit amount.

  • However, if any associated refunds have been reconciled with statement lines, you will not be able to update the customer credit amount. You will see an error message.

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