Q1. Can I void a customer credit note?
Yes, you can void a customer credit note.
Find the void option in the note details. Once done, you can find the voided records under the voided tab.
Q2. Can I undo voiding a customer credit note?
No, voiding a customer credit note is permanent.
Q3. Will voiding a customer credit note remove it from the application permanently?
No, voiding a customer credit note will not do this.
However, deleting a customer credit note will remove it from the application permanently.
Q4. What happens to any refunds associated with a customer credit note after voiding?
Voiding a customer credit note will delete all associated refund records
Q5. Will voiding a customer credit note affect my financial reports?
Yes, voiding a customer credit note will affect your financial reports.
You may see a change in how different parts of your financial reports are calculated, due to the removal of associated refund records.
You will see changes in the credit amount for your Accounts Receivable account, and the debit amount for the sales account used in the customer credit.
You will also see a removal of the transaction records from the Ledger.
Q6. Can I add a note/explanation while voiding a customer credit note?
Yes, you can. When voiding a customer credit note, a pop-up box will show up.
Other than confirming you want to void the customer credit note, you can also add in internal notes at this stage for your team to view.
The void notes will show up on the voided customer credit note as shown below.
