This article shows you how to create a credit note from an invoice.
A credit note is essentially the notice of a refund. If you’ve previously issued a customer an invoice, a credit note signals to them that they no longer have to pay the full amount of that invoice. As well as creating a credit note from an invoice, you can also create a credit note from scratch.
1. View your invoices
Navigate to the 'Work' tab and select 'Invoicing' from the drop-down menu.
2. Open the relevant invoice
Click on the reference of the invoice.
3. Open the ‘Actions’ drop-down menu
Then select 'Create new credit note'.
4. That’s it!
Your invoice now has a matching credit note. You’ll then be able to edit the credit note, just as you would a draft invoice. When you’re happy with it, you’ll be able to email the credit note to your customer, mark it as sent or download and print it.
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