Once you have located a sales credit note on the sales credit notes home or list pages, click the credit note number to display its detail page.
See Sales Credit Note Fields for a full description of the standard fields that make up a sales credit note.
The options available to you depend on the status of the selected sales credit note.
From here you can choose to:
- Click the links on the underlined lookup fields to display the related details.
- Click Edit to change selected details on the credit note.
- Click Manage Lines to manage your sales credit note lines.
- Click Classic View to view the document in Classic Edition
The view of the application that you see when you first install the base managed package.. - Click Classic Edit to edit the document in Classic Edition.
- Click Post to post the credit note.
You may need to click the Classic View button to give yourself access to the following buttons:
- Click Print to print the credit note.
- Click Discard to discard the credit note.
You may need to click Classic Edit to edit selected fields on a posted credit note.
Notes and attachments
You can create, view, and edit notes and add attachments from the Notes & Attachments section. This section is used to attach any internal notes you want to retain about the record. For more information, see the Salesforce Help.
This information will not be printed on the credit note.
Event Logs
The Event Logs section allows you to view the logs generated each time you print or email an invoice or credit note. Click the event log identifier to display the log detail. See Event Logs for more information.
Related Lists
The related lists that you see are determined by your personal customization, by any customization your administratorOne or more individuals in your organization who can configure and customize the application. Users assigned the System Administrator profile have administrator privileges. has made to page layouts or your permissions to view related data. You can click on individual items to display additional detail. Clicking New lets you directly add new items.
Related Lists on a Custom Input Form
If you are viewing the document using a custom input form, any related lists that have been enabled on the form are displayed in a panel across the bottom of the page. For example:
The number indicates the number of items in that related list. Open and close a related list by clicking its name. When open, the panel expands to display the contents of that related list. Any available standard Salesforce buttons (such as New) are displayed across the top of the panel. Links to standard actions are displayed in the Actions column. Clicking on these buttons and actions may load standard Visualforce pages but will return you to the custom input form. You can also use the 
icons to expand and collapse the panel. For information about the standard Salesforce related lists that are available, see Standard Salesforce Related Lists on Custom Input Forms. For information about using custom related lists, contact your administrator.
Sales Credit Note Reports
The Sales Credit Notes Audit Report lists all credit notes irrespective of status. The Sales Credit Note Details Report shows you all credit note and credit note line item details. See Reports Home and the Salesforce Help for more information.