Create a credit note as part of a project on mobile

This article explains how to use the FreeAgent mobile app to create a credit note as part of a project.

Any changes you make using the FreeAgent mobile app will be reflected in the desktop version of FreeAgent.

Navigate to the ‘☰’ (mobile app navigation menu) button and select 'Projects'.

Select the project that you’d like to create a credit note for from the list.

Tap the three dots in the top-right corner and select ‘New credit note’ from the drop-down menu.

Enter all the relevant details and select ‘Create credit note & add line items’ to complete the process.

You can then add line items to the credit note.