How to issue a credit note on an invoice
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The written steps below already work. Come back to watch it.
How to issue a credit note on an invoice. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open the issued invoice (Open, Partial or Paid) from Invoices.
- In the Issue credit note box enter the Credit amount (pre-tax) and a Reason (for example "pricing correction").
- Press Issue credit.
Tip
The credit number (CR-…) is created, sales tax is credited in the same proportion as the invoice, the invoice balance and status are updated, and the ledger is posted automatically. The credit shows on the invoice's Payments & credits tab and in Credit notes. It is not available on Draft or Void invoices, and it is blocked in a closed accounting period.