How do I create a credit note?

To create a credit note, go to the page listing all of your invoices, then click on the contextual menu Contextual menu for the invoice in question, then click “Convert to credit note” Convert to credit note icon.

The “Display linked invoices” button appearing on the page listing all invoices Button to display linked invoices allows you to show the original invoice and the credit note. This button appears automatically when a credit note exists.

All default settings for credit notes (such as the reference number format, text, etc.) can be found via the main menu in “Settings > Invoices”, then on the “Credit notes” tab.

Convert an invoice to a credit note

Link to this article:
Return to articles