Credit note troubleshooting
Goal
Resolve common blocks when working with credit notes.
Who it is for
Clerk and manager.
Common problems
| Symptom | Likely cause | What to do |
|---|---|---|
| Cannot create from invoice | Invoice not posted; no remaining creditable qty | Post the invoice first; check remaining qty |
| Credit qty rejected | Qty exceeds remaining on invoice lines | Lower qty or credit remaining only |
| Cannot post | Not draft/approved; needs sales.post; pending approval; closed period | Check status, permission, My Work, period |
| Cannot void | Unapplied credit-note balance remains | Allocate or refund first, then void |
| Cannot edit | Already posted/allocated/voided | Use lifecycle actions, not silent edit |
| Restock fails | Stockable line missing warehouse; stock policy | Set warehouse; check inventory |
| Refund blocked | Needs payments.manage | Ask admin for payment permission |