Account Credit Notes
This design is included in the Financial Accounts and Invoicing module.
Description
Design for recording credit notes issued against customer accounts, reducing the outstanding invoice balance.
Properties
This design has the following properties.
| Property | Value |
|---|---|
| Name | Account Credit Notes |
| Code | designs_accountCreditNotes |
| Type | Design |
| Context | Module |
| AI agent enabled | true |
| Icon | icon-display-list |
| Colour | #4aa36b |
| Title | {{attributes_accountCreditNotesDescription}} |
| Subtitle | Credit Notes |
Implements
This design implements the following interfaces.
| Name | Code |
|---|---|
| Account Credit Transactions | designInterfaces_accountCreditTransactions |
Attributes
This design has the following attributes. It may also inherit attributes from any of the interfaces it implements.
Reference
The reference number of the credit note.
| Property | Value |
|---|---|
| Name | Reference |
| Code | attributes_accountCreditNotesReference |
| Type | String |
| Required | false |
| Unique | false |
| Read-only | false |
| AI agent enabled | true |
| Options | |
Description
A description of the reason for issuing this credit note.
| Property | Value |
|---|---|
| Name | Description |
| Code | attributes_accountCreditNotesDescription |
| Type | String |
| Required | true |
| Unique | false |
| Read-only | false |
| AI agent enabled | true |
Invoice
Links to the invoice against which this credit note is being applied.
| Property | Value |
|---|---|
| Name | Invoice |
| Code | attributes_accountCreditNotesInvoice |
| Type | Link |
| Required | false |
| Unique | false |
| Read-only | false |
| AI agent enabled | true |
| Links to | Account Invoices |
| Options | |
Standard paths
This design doesn't have any standard paths of its own. However, it may inherit standard paths from any of the interfaces it implements.
Permissions
This design defines the following permissions.
| User group | Allowed |
|---|---|
| Financial Account Viewers | Read |
| Financial Account Managers | Read, Create, Edit, Delete |
Default attribute permissions
This design applies the following default permissions to all attributes for the following user groups.
| Allowed | User group | Code |
|---|---|---|
ReadOnly | Financial Account Viewers | userGroups_financialAccountViewers |
ReadWrite | Financial Account Managers | userGroups_financialAccountManagers |