Editing Header Details

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Note: You must be in "Edit" mode (see Editing a Credit Note) for the edit button to be available.

 

Do-it Click edit in the header section (see highlighted icon):

 

managingcredit_create_edit_header_highlighted

 

The page will be re-displayed as shown below:

 

managingcredit_create_edit_header_data

 

You can then:

 

Do-it Click calendar to select a new Credit Note or Tax Point date

 

 

Do-it Enter a Credit Note Number or reference in the Number field (Only if not auto-numbering is not active - see General Admin)

Do-it Use the quote_edit_header_exchange_rate field to modify the exchange rate for the Credit Note

(this will only be displayed if the Invoices that this Credit Note is related to was created in a currency other than GBP.)

 

If the exchange is not edited it will be displayed with the system defined source and exchange rate


quote_edit_Header_exchange_rate_noedit

If the exchange rate is edited the exchange rate source will be updated to "Source Keyed In"

quote_edit_Header_exchange_rate_withedit

Once you have made your required changes you can:

 

Do-it Click save to save your changes or

 

Do-it Click undo to undo (not save) your changes