Credit Notes settings and permissions

Administrators can find general rules under **System Settings → Finance** and in the general Finance settings. Currencies, VAT rates, VAT application items, numbering, PDF display, and financial date locks are managed here.

Last updated 13 days ago

Assign specific permissions for viewing, creating, editing, deleting, and exporting credit notes within the role. "View own" scope depends on the creator or the team member responsible, while organizational rights further restrict documents based on the company department. Visibility of the relevant Invoices is required for assignment.

If a user can see a credit note but cannot edit it, check the status, remaining balance, locked financial date, organization, and document origin. A document received from or approved within the accounting integration may be locked.

Coordinate changes to numbering, VAT, or date rules with the accounting department, as these affect the traceability of financial documents.

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