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.
Q7. Can I edit the exchange rate being used on a customer credit note?
You can edit the exchange rate being used on an customer credit note even after creation.
You can edit the exchange rate via the customer credit note settings.
However, do note the following:
You cannot edit the exchange rate if the associated refunds on the customer credit note have already been reconciled.
Editing the exchange rate will remove all associated refunds.
Editing the exchange rate is subject to account lock date restrictions, as described in Lock Dates (COA)
Q8. What formatting options are available in customer credit?
The Pretty Case feature allows you to easily format text fields within customer credit transaction line items, ensuring consistency in text presentation according to your company's preferences.
Pretty Case offers four formatting styles:
Title Case: Capitalizes the first letter of each word (e.g., "Office Supplies").
Sentence Case: Capitalizes only the first letter of the first word (e.g., "Office supplies").
Lower Case: Converts all text to lowercase (e.g., "office supplies").
Upper Case: Converts all text to uppercase (e.g., "OFFICE SUPPLIES").
These options make it easy to standardize text formats across customer credit item descriptions, unit fields, and other text-based fields.
