Once you have located a sales credit note on the sales credit notes home or list pages, click the credit note number to display its detail page.
See Sales Credit Note Fields for a full description of the standard fields that make up a sales credit note.
The options available to you depend on the status of the selected sales credit note.
From here you can choose to:
You may need to click the Classic View button to give yourself access to the following buttons:
You may need to click Classic Edit to edit selected fields on a posted credit note.
Notes and attachments
You can create, view, and edit notes and add attachments from the Notes & Attachments section. This section is used to attach any internal notes you want to retain about the record. For more information, see the Salesforce Help.
This information will not be printed on the credit note.
The related lists that you see are determined by your personal customization, by any customization your administratorOne or more individuals in your organization who can configure and customize the application. Users assigned the System Administrator profile have administrator privileges. has made to page layouts or your permissions to view related data. You can click on individual items to display additional detail. Clicking New lets you directly add new items.
The Event Logs section allows you to view the logs generated each time you print or email an invoice or credit note. Click the event log identifier to display the log detail. See Event Logs for more information.
The Sales Credit Notes Audit Report lists all credit notes irrespective of status. The Sales Credit Note Details Report shows you all credit note and credit note line item details. See Reports Home and the Salesforce Help for more information.