Credit Notes

Issue credit notes for refunds, corrections, and adjustments.

When to Use Credit Notes

Credit notes are used to correct errors on sent invoices, provide refunds, or offer credits for returned goods. They reference the original invoice and reduce the outstanding balance.

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Creating a Credit Note

Open the original invoice and click "Issue Credit Note." Select the line items to credit, adjust quantities or amounts as needed, and add a reason for the credit. The credit note is numbered separately and linked to the original invoice.

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