Invoices & Estimates

Invoicing

How to Create a Credit Note

May 20, 2025

Navigate to Sales > Credit Notes from the left-side menu.
Click the 'New Credit Note' button in the top-right corner.
Enter the relevant details, such as customer, date, items, and amounts.
Click 'Save' to save the credit note as a draft.
To approve the credit note, click 'Actions' in the top-right corner and select 'Approve'.

Written by

Alexandra Kyriacou

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