--- title: How to create a credit note for customers description: You find all credit notes under “Invoices” in the menu and select "Credit note" in the box “Type”   --- [Skip to content](https://helpdesk.rackbeat.com/knowledge/ht-00021#main-content) - [English](https://helpdesk.rackbeat.com/knowledge/ht-00021) - [Dansk](https://helpdesk.rackbeat.com/da/knowledge/ht-00021) - [Norsk – Norge](https://helpdesk.rackbeat.com/no-no/knowledge/ht-00021) - [Svenska](https://helpdesk.rackbeat.com/sv/knowledge/ht-00021) English Show submenu for translations [Contact us](https://helpdesk.rackbeat.com/knowledge/kb-tickets/new?hsLang=en) Open main navigation Close main navigation - - [English](https://helpdesk.rackbeat.com/knowledge/ht-00021) - [Dansk](https://helpdesk.rackbeat.com/da/knowledge/ht-00021) - [Norsk – Norge](https://helpdesk.rackbeat.com/no-no/knowledge/ht-00021) - [Svenska](https://helpdesk.rackbeat.com/sv/knowledge/ht-00021) English Show submenu for translations - [Contact us](https://helpdesk.rackbeat.com/knowledge/kb-tickets/new) - [AI Chat](https://chat.applai.io/chatbot/W5EFe14XJ8mW0OlrIzTS) [AI Chat](https://chat.applai.io/chatbot/W5EFe14XJ8mW0OlrIzTS) How can we help you? - There are no suggestions because the search field is empty. 1. [Helpdesk](https://helpdesk.rackbeat.com/knowledge?hsLang=en) 2. [GETTING STARTED / SETUP](https://helpdesk.rackbeat.com/knowledge/getting-started-setup?hsLang=en) 3. [Sales](https://helpdesk.rackbeat.com/knowledge/getting-started-setup?hsLang=en#sales) # How to create a credit note for customers ## Read this guide for a walkthrough of creating credit notes for customers. **You can credit an entire invoice or selected items.** --- 1. Go to **“Sales”** → **“Invoices”** ![Skærmbillede 2026-06-02 091633](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-06-02%20091633.png?width=203&height=229&name=Sk%C3%A6rmbillede%202026-06-02%20091633.png) 2. Filter by **“Archived”** to find the invoice. ![Skærmbillede 2026-06-02 092103](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-06-02%20092103.png?width=670&height=74&name=Sk%C3%A6rmbillede%202026-06-02%20092103.png) 3. Hover over the three dots on the invoice line → select **“Create credit note”** ![image-png-Oct-15-2025-09-20-58-5191-AM](https://helpdesk.rackbeat.com/hs-fs/hubfs/image-png-Oct-15-2025-09-20-58-5191-AM.webp?width=644&height=137&name=image-png-Oct-15-2025-09-20-58-5191-AM.webp) 4. Add a **title** or **note** if needed. ![Skærmbillede 2026-06-02 092343](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-06-02%20092343.png?width=670&height=231&name=Sk%C3%A6rmbillede%202026-06-02%20092343.png) 5. Choose which items and quantities to credit (*delete any you don’t want to include but clicking on the little cross*). ![Skærmbillede 2026-06-02 092607](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-06-02%20092607.png?width=670&height=294&name=Sk%C3%A6rmbillede%202026-06-02%20092607.png) 6. **Book and send** - Click “**Book**”, then decide whether or not 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. ![image-png-Oct-15-2025-09-22-06-9159-AM](https://helpdesk.rackbeat.com/hs-fs/hubfs/image-png-Oct-15-2025-09-22-06-9159-AM.webp?width=670&height=439&name=image-png-Oct-15-2025-09-22-06-9159-AM.webp) 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. 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