Add a credit note against an invoice

You can add credit notes to invoices.

Watch a quick video showing you how to add a credit note

Or read how to add a credit note

  1. Search for the customer with the invoice you would like to add credit note to

  2. Click on the customer and open the invoice you'd like to add the credit note to


  3. You will see a page with details of the invoice


  4. Click Quick links. Click Raise credit note


  5. You will see a page where you can fill in the credit note. Fill in the form as required

    You can type the description of the credit note. i.e labour reduction.
    You can edit the date of the credit note
    You can select whether you want you credit note to be broken down by category or be fully broken down into line items.

    Save when you are finished.

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