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Create a Credit Note from an Invoice

Create a Credit Note from an Invoice

  1. In the Account menu, select Sales
  1. Either select All or Awaiting Payment tab from invoice status tabs. 
  1. Find and open the invoice you want to credit. Using the Search option, you can easily find the invoice. 
  1. Clickon the Invoice Option drop-down button and select Add Credit Note option. 
  1. Enter the required details or edit them.  
  1. Click the Receipt Upload button if you want to add a receipt to the credit note.  
  1. Click on the Approve button to approve the credit note. It will automatically allocate the credit to the invoice. 
  1. We don’t have Save as Draft option.  

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