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.
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.
Step 3: Fill out the details for credit note as shown below and click on ‘Save’ button.
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.
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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.
Step 3: Fill out the details for credit note as shown below and click on ‘Save’ button.
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.
Go back to the list of all tutorials