Credit Notes

Credit notes are used to partially or fully reverse an invoice — whether for a refund, pricing adjustment, or correction.

Creating a Credit Note

1. Navigate to Sales > Credit Notes.
2. Click New Credit Note.
3. Fill in the details:
   • Original Invoice — The invoice this credit note applies to.
   • Customer — Auto-populated from the invoice.
   • Line items — The items being credited, with quantities and amounts.
   • Reason — A description of why the credit is being issued.

Applying Credit Notes

Once created, a credit note can be:

• Applied to an invoice — Reduces the outstanding balance on the related invoice.
• Refunded — Record a refund payment to the customer.

Credit Note Statuses