How to create a credit note?
Problem Statement
You want to know how to create a credit note.
Scope
How can I create a credit note?
How to add general notes for credit notes?
How to add 'Credit note' notes for a specific invoice?
Solution
A credit note can be issued for one of the following reasons
- Refund an amount to the customer
- Write off an invoice
- Change of subscription to a lesser value (proration)
You can create a credit note for the above reasons i.e. A credit note for the amount paid or you can create a Promotional Credit.
Note
Total Refundable Credits for a specific customer We have updated our summary box to provide a more streamlined and elegant user experience. With this upgrade, hyperlinks have been added to the summary box, allowing users to easily access related information. The Total Refundable Credits on Summary Section is available at the top of the Customer details page which provides a total amount due of a customer and hyperlink that directs to the details. Refer to this link for more details.
Related article
How can we create Credit Note for a particular line item of an invoice?
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