- On the left-side menu, click Sales > Invoices.
- Locate the invoice that has the overpayment.
- Click the 'Actions' button next to the invoice, then select 'Create Credit Note'.
- Enter the date, amount, and a description for the credit note.
- After filling in the details, click 'Save'. This will save the credit note as a draft.
- To approve the credit note, click the 'Actions' button in the top right corner, then select 'Approve'.
- If you want to send the credit note, click the 'Actions' button again in the top right corner, then select either 'Mark as Sent', 'Send', or 'Export as PDF'.
