How to create a Credit Note?

Modified on Thu, 26 Jun at 3:57 PM

A credit note is a document issued to reduce or cancel part of an invoice. Credit notes help maintain accurate financial records and ensure the customer is not overcharged.

There are two ways to create a credit note in the system:

From the Credit Note Page

Follow these steps:

Go to the Invoice & Finance module.
Click the Options button.
Select View Credit Notes.
Click Create Credit Note.
Click the Invoice Number box to search for and select the invoice you want to credit.
There is a section called Credit Note Details that will appear under the invoice details.
Adjust the fields as needed (e.g., amount, tax).
If you would like to duplicate invoice items as credit note items, please tick the box next to the Invoice Item(s) you wish to credit in the Invoice Items section.
Click ‘Add Selected as Credit Note’ and the invoice item will appear in Credit Note Details.
Fill in the Remarks to explain the reason for the credit.
Click Save.
A message will appear explaining important conditions before submitting the credit note. Please read it carefully.
Click Yes to confirm and proceed.

From the Invoice’s Action Menu

You can also create a credit note directly from the invoice:

Go to the Invoice & Finance module.
Find and select the invoice you want to credit.
Click the three dots on the right side of the invoice row.
Select Create Credit Note.
There is a section called Credit Note Details that will appear under the invoice details.
Adjust the fields as needed (e.g., amount, tax).
If you would like to duplicate invoice items as credit note items, please tick the box next to the Invoice Item(s) you wish to credit in the Invoice Items section.
Click ‘Add Selected as Credit Note’ and the invoice item will appear in Credit Note Details.
Fill in the Remarks to explain the reason for the credit.
Click Save.
A message will appear explaining important conditions before submitting the credit note. Please read it carefully.
Click Yes to confirm and proceed.