Q1. How can I save a new item when creating a customer credit note?
You can’t save a new item when creating a customer credit note. You need to go to the Items List to create a new item. Afterwards, the item will appear when creating a customer credit note. See Items List for more information.
However, you can create a new custom item. Refer to Items List for more information.
Q2. How can I update the VAT profile for a line item?
Ensure that a VAT setting has been selected (VAT included in price or VAT excluded in price) via the Customer Credit Settings.
Afterwards, you will be able to select a VAT profile for the line item.
To update the VAT profile for a line item, choose from one of your organization's existing VAT profiles, or Add New to add a new VAT profile.
Q3. What is a custom item, when would I need to create one for a customer credit note?
A custom item is an item that you create at the point of customer credit note creation. The item is not created via the Items List, and does not appear in the drop-down list of items that you can select from.
You can create one if you think that this item will only be used in the current transaction. Otherwise, we would recommend creating an item in the Items List. See Items List for more information on using Items.
Q4. Is there a restriction on the type of account I can select for an item in a customer credit note?
While there are no strict restrictions on the type of account you can select for an item in a customer credit note, Juan will warn you if you have selected an account that is not a Revenue Account.
Q5. Why do I not see all the VAT/Tax profiles created in a customer credit note?
Some of your previously created VAT/Tax profiles may only be applicable to other business transactions such as bills or supplier credits. As such, you may not be able to select them for your customer credit note.