Credit note setup

Goal

Configure tenant settings and permissions that affect credit notes.

Who it is for

Tenant admin / sales admin (sales.admin).

Preconditions

• Sales module enabled; access to Sales setup and roles.

Steps

1. Enable sales and ensure chart/tax/system accounts support reverse posting.
2. Open Sales setup for required fields and workflow policies that affect credit-note create/post.
3. Confirm document numbering for key sales_credit_note (assigned on post).
4. Assign permissions: sales.view, sales.manage (draft create/edit), sales.post (post / approve / allocate / void), payments.manage for cash refund.
5. Train clerks: preferred path is invoice Credit note (create+post+settle full reverse) vs draft CN then post for partials.

Result

Credit notes post cleanly and staff use the correct permission and path.

Related

• Users and roles
• Credit note lifecycle
• Invoice lifecycle