Customer Credit Attachments (External & Internal)

Q1. Can I upload attachments to a customer credit note?

• You can upload attachments during customer credit note creation. There are two types:

  • External attachments: Included in the customer credit email sent to your customers.

  • Internal attachments: Visible only to users within your organization.

• Alternatively, you can add attachments to an existing customer credit note.

Q2. Can I preview the uploaded attachment?

• Yes, you can see a preview of the attachment by clicking on the attachment after uploading.

Q3. Will my customers be able to see these attachments when I send them the customer credit note via email?

• Customers can only see external attachments when the customer credit note email is sent to them.

• Internal attachments are visible only to users in your organization who have access to the credit note.