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Steps to issue a credit note


Step 1: To create credit note, click on the add credit note button as shown in the screenshot below.

Add CreditNote



Step 2: Please select an existing client from the suggestions list. Next, select the invoice number against which the credit note needs to be issued.
Please note, a credit note can be issued for amount no more than the invoice amount.


Add client details



Step 3: Fill out the details for credit note as shown below and click on ‘Save’ button.

Add credit note



Step 4: After clicking on ‘Save’ button you can view the credit note. You have option to choose the style you like the most. Down below the refund receipt you will see PDF and email option as well.

Credit Note Receipt



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