Creating a credit note is a straightforward process that allows you to correct billing errors, issue refunds, or adjust invoices with ease. In this guide, we'll walk you through the essential steps to generate a credit note efficiently.
Go to your Accounts Receivable.
Click on Create new invoice.
Select the document type Credit note
Enter the document number of the invoice you wish to credit.
Select the customer.
Add the details of your credit note: Service/product, description, quantity, price, comments etc.
Click on Save to send the credit note at a later time or click on Save and send to send it right away.
Note: Once the credit note has been sent, make sure to mark it as refunded by clicking the Mark as Paid button. This action will automatically reconcile the amounts between the credit note and the selected invoice(s), reflecting any changes based on their payment statuses. Additionally, the event list for both the credit note and the associated invoice(s) will be updated accordingly.