How To Show Primary and Secondary Signature in Credit Note in Sleek Bill?
Issuing a Credit Note isn’t just about fixing an invoice it’s about showing your customers you care about getting things right. Whether someone returned something, you’re giving a discount, or you spotted a billing error, a signed Credit Note reassures your customer that it’s official and approved.
When you add both Primary and Secondary Signatures to your Credit Notes, you’re not just following a process you’re making your business look more trustworthy, accountable, and professional. This guide walks you through why signatures are important and how to set them up in Sleek Bill.
Why Are Signatures Important on a Credit Note?
A Credit Note is an important financial document. Adding signatures makes it more reliable and trustworthy.
1. Builds Customer Trust A signed Credit Note assures customers that the document has been verified and approved by your business.
2. Professional Business Image Professionally signed documents leave a positive impression and strengthen your company's brand.
3. Better Internal Approval Process Many businesses require two levels of authorization before issuing financial documents.
• Primary Signature – Prepared or verified by the responsible person.
• Secondary Signature – Approved by the owner, manager, or authorized authority. This creates a proper approval workflow.
4. Helps During Audits Signed Credit Notes make it easier to verify transactions during GST audits, internal reviews, and financial inspections.
5. Reduces Disputes When both signatures are present, customers know the Credit Note has been officially authorized, reducing confusion and disagreements.
When Should You Use Two Signatures?
Showing both signatures is especially useful if your business has:
• Wholesale trading
• Manufacturing units
• Distribution businesses
• Service companies
• Multi-user billing systems
• Finance or accounts departments
It ensures every Credit Note is properly reviewed before being shared with customers.
Best Practices To make your Credit Notes look even more professional:
• Use clear, high-quality signature images.
• Keep Primary and Secondary signatures updated.
• Enable signatures on all important financial documents.
• Review the Credit Note before sending it to customers.
• Maintain a consistent approval process across your organization.
Final Thoughts: A Credit Note represents your business's commitment to transparency and customer satisfaction. Adding Primary and Secondary Signatures makes every Credit Note more authentic, professional, and trustworthy. With Sleek Bill, enabling both signatures takes only a few clicks, but it significantly improves document credibility and supports a more organized approval process. If you often deal with Credit Notes, this small step goes a long way in building trust and keeping your financial records in order Looking for details? Check out the full step-by-step guide, complete with screenshots,
