Create an invoice credit note

Learn how to create credit notes to correct original invoices and maintain accurate a counting records.

Invoices that are already issued cannot be deleted, however, in certain cases adjustments might be needed.

Credit notes are issued to correct or adjust invoices and are used for various purposes, including:

1. Refunding overpayments: If a customer overpays, a credit note can be issued to adjust the balance or refund the excess amount.

2. Correcting errors: If there's an error on the original invoice, such as incorrect pricing, quantities, or terms, a credit note serves to correct it without canceling the entire invoice.

3. Applying discounts: A credit note can be used to apply additional discounts or adjustments after the original invoice was sent.

4. Cancelling services: If services are canceled, a credit note can be issued to reduce the outstanding amount on the invoice.

5. Settling Disputes: In cases where there’s a dispute over the amount billed, a credit note can adjust the invoice accordingly.

To create a credit note follow these steps

• From the left-hand menu navigate to Invoices
• Tap the Create credit note button at the top right corner.

• Assign a customer using the Search for customer CRM field.

• Add the title, description and configure the rest of the details.

• Tap the Save and Send button to send the note to your customer.