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Transaction Settings (Customer Credit)
Transaction Settings (Customer Credit)
Updated over a month ago

Q1. How does setting a default for customer credits simplify the creation process?

  • By having customer credit note default settings, the different customer credit note settings fields will be filled up automatically based on your preferences every time you create a customer credit note.

  • This means that you can save the hassle of having to repeatedly fill in your customer credit note settings as you are creating customer credit notes.

Q2. Can I customize the default settings for customer credit notes?

  • Yes, you can customize the default settings for a customer credit note. The default settings can be found in each record.

Q3. Will the default settings apply to all the customer credit notes automatically? Even the ones already created?

  • Default settings will apply to all new customer credit notes during creation automatically. Customer credit notes that have already been created will not be affected.

Q4. Can I override the default settings for an individual customer credit if needed?

  • Yes, you can adjust the individual customer credit note settings even if customer credit note default settings are applied.

Q5. Can I change the default settings for customer credits at any time?

  • Yes, simply set up the default customer credit settings again as normal.

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