Credit Note › Help › Numbering, printing and saved copies

Saved credit notes: find, open, copy and edit

Everything you save stays in this browser's data home. The Saved credit notes button lists them, newest first.

Step by step

1. Press Saved credit notes. At the top of the maker.
2. Search. Type part of the number or the name.
3. Open one. It opens in the maker as Editing saved credit note. Change it and press Save, or print it again.
4. Copy one. Use the copy action to start a new credit note with the same lines and a new number.
5. Status. Set Status: Issued, Adjusted in account, or Refunded.
6. Start a fresh one. Press New credit note.

Worked example

A credit note sent last month needs a correction. Saved credit notes › search its number › open › fix the line › Save › Share. The edit is written in its edit history (My data › Changes).

Common mistakes and how to fix them

• A saved credit note is missing. It was saved in another browser or device, or deleted. Check My data › Recycle bin, or restore your backup.
• Editing a document of a closed year. The maker refuses; open the year again in the App (Year end) if you must.

Related help

All help on Credit Note · Help for the Nivesh Sahayak App