Skip to main content

Create Credit Note

Creating a Credit note​

From anywhere on the app, navigate to the Documents page or proceed if you are already on document page

Create document

Select Credit note and click on Start creating

Select document

On the link invoice page, choose the customer and the corresponding paid invoice for which you want to create a credit note.

If you can't find your invoice in the list of displayed invoices, you can use the search input field at the top right corner to search by invoice number or customer name.

Once you find your invoice, click to select it and then click Next to proceed

Select invoice

The invoice details will be auto-filled into the credit note form. You can make the following modifications;

  • Update date issued
  • Exit exisiting Item/Type, Description, Quantity/Hours, Unit price/Hourly rate, Discount and VAT
  • Add new product or service entity
  • Add note

Note: The credit note total amount cannot be greater than the invoice total amount

Once you are satify with your credit note, click Preview

Filled creditnote

Review the details of your document and click Save credit note

Preview creditnote

Proceed by clicking Confirm save credit note to save your credit note to the database

Confirm creditnote

Your credit note has been saved successfully. If you don't want to send or download the credit note now, you can still send or download it later from the document details section of the credit note.