Q1. Can I save a customer credit note as a draft?

• Yes, a customer credit note can be saved as a draft even if all the mandatory fields are not filled.

Q2. How can I convert a draft customer credit note to an active one?

• Any draft bill can be converted to active only after all the mandatory fields are filled.

Q3. Can I save a customer credit refund record as a draft?

• Similar to a customer credit note, a refund can also be saved as a draft against a credit note.

Q4. How can I convert a draft refund record to an active one?

• For customer credits, any draft refunds are converted only if the credit note is also converted to active.

• Hence, to record the refund, the customer credit note must be converted to active status.

Q5. Can I delete a draft customer credit?

• Yes, you can delete a draft customer credit note. If the note also had a linked draft refund record, it will also be deleted.

Q6. Do draft customer credits affect my financial reports?

• No, they do not. Financial reports are only affected once the customer credit notes are active, and a refund has been recorded for it or it has been applied to an invoice.

Q7. Can I create non-base draft customer credit notes?

• Yes, you can save a customer credit note as a draft even if it is in non-base currency.

Q8. Do draft customer credit refunds affect my financial reports?

• No, draft customer credit refunds do not affect financial reports.

Q9. Can I create a non-base draft customer credit refund?

• Yes, you can save a customer credit refund even if it's in non-base currency.

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