How to activate the credit notes feature

Before you can register credit notes in Planyard, the feature must be enabled in your company account settings.

Who can activate the feature?

Only users with permission to manage company-wide settings can activate credit notes. If you don’t see the option, contact your company account owner or admin.

Steps to activate credit notes:

1. Click Company in the top menu.
2. Click Settings on the far right of the company menu.
3. Go to the Company-wide features tab.
4. Find the Credit notes setting and toggle it on.

Once activated, the credit note option will be available when processing cost documents in your projects.