Find credit notes

Goal

Find, filter, and open credit notes.

Who it is for

Sales / AR clerk with sales.view. Create/edit need sales.manage; post/allocate/void need sales.post.

Preconditions

• Module sales enabled; permission sales.view.

Steps

1. Open Trade → Credit notes.
2. Filter by status (draft, pending_approval, approved, posted, allocated, refunded, voided) or search by number/customer.
3. Open a row for detail (lines, parent invoice, post actions).
4. Choose New to create a standalone draft (sales.manage), or start from a posted invoice Credit note action.
5. From an eligible draft/approved row, use Post (sales.post).

Result

You locate the credit note and continue to post, allocate, refund, or void.

Related

• Create a credit note
• Post, allocate, or void
• Edit a credit note