The credit note custom fields allow you to create a drop-down list of reasons a credit note is being issued to a customer. For more information about creating a credit note, see Generating a credit note (international).
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
To Add a Credit Note Custom Field
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Profile screen appears.
Select Custom Fields in the side menu and then the Receivables tab.
The Credit Note Reasons option appears.
Click the Add button.
In the Credit Note Reason Name field, enter the credit note reason name.
Click Save.
TIP: The next step in the Kube system setup process is to add company file categories. For more information, see Adding a company file category.