Discarding Sales Credit Notes

You must specify a reason for discarding the document, which is stored with the record for future reference and auditing.

To discard a document:

  1. Select the "In Progress" document that you want to discard.
  2. Click Discard. If you can't see this button, contact your administrator.
  3. Type a reason for discarding this document. You cannot leave this field blank.
  4. Click Discard again.

The Discard button is available in the Classic Edition and the Sales Credit Note's Lightning page.

Notes: