Once you have located a payable credit note on the payable credit notes home or list pages, click the payable credit note number to display the payable credit note detail page.
See Payable Credit Note Fields for a full description of the standard fields that make up a payable credit note.
The options available to you depend on your org's configuration and on the status of the selected payable credit note.
Lightning Experience
From here you can choose to:
- Click Edit to change selected details on the "In Progress" payable credit note.
- Click Save to save changes to the payable credit note.
- Click Duplicate to create a copy of "In Progress" payable credit note.
- Click Discard to discard an "In Progress" payable credit note.
- Click Post to post the payable credit note.
- Click Post & Match to post the "In Progress" payable credit note and match it to it associated invoice.
- Click Match to match a "Complete" payable credit note to its associated payable invoice.
- Click Amend Details to change selected details on a "Complete" payable credit note.
- Click Calculate Tax to invoke the external tax calculation system to calculate the tax due for the payable credit note.
Extended Edition
From here you can choose to:
- Click the links on the underlined lookup fields to display the related details.
- Click Edit to change selected details on the "In Progress" payable credit note.
- Click Manage Expense Lines to manage your expense lines.
- Click Manage Product Lines to manage your product lines.
- Click Classic View to view the document in Classic Edition The view of the application that you see when you first install the base managed package..
- Click Classic Edit to edit the document in Classic Edition.
- Click Post to post the payable credit note.
- Click Discard to discard an "In Progress" payable credit note.
You may need to click Classic Edit to access some of these options.
Totals
If you are using Lightning Experience, a summary of totals is displayed on each payable credit note detail page. These totals are automatically updated each time you save new lines. The totals included are the following:
- Net Total
- Tax Total
- Withholding Total
- Credit Note Total
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.
Related Lists
The related lists that you see are determined by your personal customization, by any customization your administrator One 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.
Related Lists on a Custom Input Form
If you are viewing the document using a custom input form, any related lists that have been enabled on the form are displayed in a panel across the bottom of the page. For example:
The number indicates the number of items in that related list. Open and close a related list by clicking its name. When open, the panel expands to display the contents of that related list. Any available standard Salesforce buttons (such as New) are displayed across the top of the panel. Links to standard actions are displayed in the Actions column. Clicking on these buttons and actions may load standard Visualforce pages but will return you to the custom input form. You can also use the 
icons to expand and collapse the panel. For information about the standard Salesforce related lists that are available, see Standard Salesforce Related Lists on Custom Input Forms. For information about using custom related lists, contact your administrator.
Matched Payments
If you are using Lightning Experience the Matched Payment tab displays details of all the documents that have been matched to the payable credit note.