PerfexCRMInstall

Summary

Update an existing credit note in PerfexCRM by specifying its ID and the fields to change, including optional custom fields.

Inputs

• Credit Note ID (required) — The unique identifier of the credit note to update.
• Update Fields — Fields to update on the credit note such as admin note, client ID, client note, currency, date, discount details, reference number, status, tags, and custom fields. All fields are optional and only provided fields will be changed.

Output shape

a single updated credit note record returned as JSON

The operation returns the updated credit note data from PerfexCRM API. Validation is performed on date and numeric fields as needed. Errors from the API are surfaced unless 'Continue On Fail' is enabled, in which case errors are attached to the output.

Examples

Example 1: Update the client note and status on a credit note

Set 'Credit Note ID' to the target credit note's ID, and under 'Update Fields', provide 'Client Note' text and set 'Status' to an appropriate option (Open, Closed, or Void). This request replaces only the specified fields on the credit note.