New-format credit note needs workflow tweak
The existing CN is being phased out in favour of a new-format CN (now in 2026). It is less user friendly than the old one; there are 2 options to create them as follows.
Using Create & Apply Credit from an invoice automatically applies the full amount without giving you a chance to edit first, requiring you to then un-allocate, edit, and re-allocate.
Creating a blank credit note from the Sales Overview means manually copying line items from the invoice, which is cumbersome with room for manual errors..
I'd like to create a CN off an invoice, and edit it before I approve and apply (to remove certain lines that do not need crediting, or to change amounts because you don't always credit the full invoice).
The old version did this fine; I don't understand why the new version gets created in a way that is full-amount and already applied.
Zoltan Vandulek
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