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joanne-gibb-have
Level 1

I wish to number credit notes that are sent to my customers, can this be done in Quickbooks?

 
1 REPLY 1
ShiellaGraceA
QuickBooks Team

I wish to number credit notes that are sent to my customers, can this be done in Quickbooks?

I got you, @joanne-gibb-have.

 

I'll share with you the steps on how you can add a credit note number. Let's go to your account and settings to see it.

 

  1. Go to the Gear menu at the top. Then, select Account and settings.
  2. Tap the Sales tab.
  3. Tick the Pencil icon in the Sales form content section.
  4. Turn on Custom transaction numbers
  5. Click Save and then Done. See the attached screenshots below.

 

 

Once done, you can now view and change your transaction number. Need more details? Check out this guide: Change the number on invoices or other transactions.

 

In case you need help with other customer's tasks, click this link to go to our general topics with articles.

 

Please let me know if you still have questions or concerns about QuickBooks. I'll be around to help. Take care and have a great day ahead.

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