Credit Notes

What it does

Credit Notes let you issue credits against existing invoices. They reduce the amount owed by a customer and can be applied to open invoices or refunded. Every credit note is linked back to the original document for a clear audit trail.

Key actions

• Create credit notes from scratch or from an existing invoice
• Apply credit notes to outstanding invoices
• Issue partial or full credits
• Send credit notes to customers by email
• Print or export as PDF

Getting started

Go to Sales > Credit Notes or open an invoice and click "Create Credit Note". Enter the items to credit and issue it to update the customer balance.