How can I create a credit note?


By Aleks Kowalczyk

updated 11 months ago

1. Go to the Invoices page and then to the Credit Notes tab

2. Click on the New Credit Note button

3. Add or Choose a client you want to create a credit note for

4. Fill out the necessary fields in your credit note

5. Optional: Add the Terms and Conditions and/or Notes to the Customer

6. Click on the green Save Credit Note button

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