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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.

PropertyValue
NameAccount Credit Notes
Codedesigns_accountCreditNotes
TypeDesign
ContextModule
AI agent enabledtrue
Iconicon-display-list
Colour#4aa36b  
Title{{attributes_accountCreditNotesDescription}}
SubtitleCredit Notes

Implements​

This design implements the following interfaces.

NameCode
Account Credit TransactionsdesignInterfaces_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.

PropertyValue
NameReference
Codeattributes_accountCreditNotesReference
TypeString
Requiredfalse
Uniquefalse
Read-onlyfalse
AI agent enabledtrue
Options
{
"max": 48
}

Description​

A description of the reason for issuing this credit note.

PropertyValue
NameDescription
Codeattributes_accountCreditNotesDescription
TypeString
Requiredtrue
Uniquefalse
Read-onlyfalse
AI agent enabledtrue

Invoice​

Links to the invoice against which this credit note is being applied.

PropertyValue
NameInvoice
Codeattributes_accountCreditNotesInvoice
TypeLink
Requiredfalse
Uniquefalse
Read-onlyfalse
AI agent enabledtrue
Links toAccount Invoices
Options
{
"code": "designs_accountInvoices",
"graph": "Lookup",
"max": 1
}

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 groupAllowed
Financial Account ViewersRead
Financial Account ManagersRead, Create, Edit, Delete

Default attribute permissions​

This design applies the following default permissions to all attributes for the following user groups.

AllowedUser groupCode
ReadOnlyFinancial Account ViewersuserGroups_financialAccountViewers
ReadWriteFinancial Account ManagersuserGroups_financialAccountManagers