How to create a credit note for customers

You can credit an entire invoice or selected items.

1. Go to “Sales” → “Invoices”
   Filter by “Archived” to find the invoice.
2. Hover over the three dots on the invoice line → select “Create credit note.”
   
3. Add a title or note if needed.
4. Choose which items and quantities to credit (delete any you don’t want to include).
5. Book and Send - Click “Book.”, then decide whether to send the credit note by email.

Check the following options before confirming:

• Return to inventory: Should the items go back to stock?

• Return items to stock on the invoice date instead of today.

• Reason for credit note.

Click “Send to customer” to confirm.

Tip:
You can view all credit notes under Sales → Invoices and filter by Type: Credit note.

Forgot to return items to stock?
Create an inventory adjustment to add the items back.
See: Create an adjustment.