Create and apply a credit note

Create the credit

Open Credit Notes and create a draft linked to the relevant invoice when applicable. Add the credited items, quantities, tax and reason.

Preview and issue

Select a credit-note template, verify the available credit total and issue the document. Export or share the PDF from the document preview.

Apply credit to an invoice

Choose an open invoice and enter an amount that does not exceed either the invoice balance or the credit note's available value.

Review credits and refunds

Check the remaining credit after each allocation. Record a refund when value is returned to the customer, and use the supported reversal workflow to correct a refund mistake.