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Note: This article focuses on the simplest common use case for approving a credit note.
To approve a credit note, navigate to the relevant credit note. Open it by double-clicking it in the list, or by selecting it and pressing Enter.
Opening the credit note displays its General tab.
General Tab
Confirm that the information on the General tab is correct.
You can update some of the fields if required. Once done, click the Approvals tab to continue.
Approvals Tab
The Approvals tab displays the required approvals for the credit note.
Select each applicable line item that requires approval, and click Approved.
Once all line items are approved, the credit note is ready for processing.