Yes, a supplier credit note can be saved as a draft even if all the mandatory fields are not filled.

Yes. Click the list icon beside Edit Draft Credit Note to switch between draft supplier credit notes.

Any draft supplier credit note can be converted to active only after all the mandatory fields are filled.

Select the draft credit notes using the checkboxes, then click Check and Convert.

Jaz validates which credit notes can be converted and flags those with errors.

Review the results. Signals are available to help you assess trends within a contact before confirming.

Confirm to proceed. Only eligible credit notes will be converted.

Similar to a supplier credit note, a refund can also be saved as a draft against a credit note.

For supplier credits, any draft refunds are converted only if the credit note is also converted to active.

Hence, to record the refund, the supplier credit note must be converted to active status.

Yes, you can delete a draft supplier credit note. If the note also had a linked draft refund record, it will also be deleted.

No, they do not. Financial reports are only affected once the supplier credit notes are active, and a refund has been recorded for it or it has been applied to a bill.

Yes, you can save a supplier credit note as a draft even if it is in non-base currency.

No, draft supplier credit refunds do not affect financial reports. ​

Yes, you can save a supplier credit refund even if it's in non-base currency.