Credit Note Default Description Issue

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1

Hi All,

I’m currently on Desktop Version 26.6.17.3647.

I mainly use Credit Notes for Early-Payment-Discounts and the main-description defaults to this description when printing or emailing.

Unfortunately this behavior also persists when creating credit notes for other purposes, notwithstanding what is actually typed into the credit-note main-description text box.

The only solution I’ve found is to do a batch-update and change the credit-note type from ‘Early Payment Discount’ to ‘Custom’, which fixes the printed/emailed credit note. However it doesn’t seem fix the ‘Early Payment Discount’ description on the Customer’s Statement and I’ve resorted to using PDF editing software to correct the customer-statement.

Is this an issue that others have noticed and are there any plans to correct it?

2

Hello @Bob_Hunt,

I’m not sure how to reproduce your issue mainly because there is no built in Type field for Credit Notes as well as the fact that Early Payment Discounts are handled fully within Sales Invoices and hence, no Credit Note is needed for that.

To help us understand the issue better, please share the Edit screen of one credit note as an example and any other screen where the faulty description shows for this particular credit note at hand