Show Credit Note Number On Invoice Form

1

Dears,

I hope this message finds you well.

When an invoice is affected by an issue, such as a return due to damage or quality concerns, we issue a credit note. Currently, we need to reference the credit note to view these details.

Would it be possible to include the credit note number directly on the invoice and delivery note, similar to how the quote and sales order numbers are displayed? This would allow us to access the relevant information directly on the invoice form.

Capture
Capture1304×666 25.2 KB

2

You can use Custom Fields, which are located in Settings.

3

You can link credit note to sales invoice. And when you do that, credit note will appear on printed sales invoice.

2 Likes
4

To add to what Lubos said, remember to use the “Copy to” button to link forms.

2 Likes