You can credit an entire invoice or selected items.
- Go to “Sales” → “Invoices”
- Filter by “Archived” to find the invoice.
- Hover over the three dots on the invoice line → select “Create credit note”
- Add a title or note if needed.
- Choose which items and quantities to credit (delete any you don’t want to include but clicking on the little cross).
- Book and send - Click “Book”, then decide whether or not to send the credit note by email.
Check the following options before confirming:
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Return to inventory: Should the items go back to stock?
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Return items to stock on the invoice date instead of today?
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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.
Please see the following article for How to make adjustments