Versioning

Versioning control allows you to track and manage different versions (or draft) of a Credit Note, so you know which is the current iteration of the file. If you prefer without version control, you may always keep your Credit Note as version 1, and modify the Credit Note content as needed. But it is always a good practice to keep a versioning control especially after sending out the Credit Note to the customer.

1. On the left menu, choose Sales > Credit Note. On the Credit Note listing, choose the Clone button of your Credit Note.

2. On the popup option, choose Clone to next version.

3. The Credit Note will be cloned as a new document with the same Reference Code, but new Version Number.

4. The Version Number is auto incremental by 1 each time you clone the Credit Note document to a new version. You can still modify the version number freely in the Credit Note document.

5. To show the version number on the Credit Note listing, click on the purple setting icon on the top right of the Credit Note listing.

6. The older version of the Credit Note will be deactivated.