Transaction Settings (Customer Credit)

Q1. How does setting a default for customer credits simplify the creation process?

• By having customer credit note default settings, the different customer credit note settings fields will be filled up automatically based on your preferences every time you create a customer credit note.

• This means that you can save the hassle of having to repeatedly fill in your customer credit note settings as you are creating customer credit notes.

-

Q2. Can I customize the default settings for customer credit notes?

• Yes, you can customize the default settings for a customer credit note. The default settings can be found in each record.

Q3. Will the default settings apply to all the customer credit notes automatically? Even the ones already created?

• Default settings will apply to all new customer credit notes during creation automatically. Customer credit notes that have already been created will not be affected.

Q4. Can I override the default settings for an individual customer credit if needed?

• Yes, you can adjust the individual customer credit note settings even if customer credit note default settings are applied.

Q5. Can I change the default settings for customer credits at any time?

• Yes, simply set up the default customer credit settings again as normal.

Q6. Can I bulk edit nano classifiers in my Customer Credit?

• Yes, you can bulk apply or remove classifiers in Customer Credit Settings.