How can I create a credit note?


By Aleks Kowalczyk

updated over 1 year 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

Did this answer your question?