Creating a credit note based on an invoice


In the event of a sales issue or invoicing error, you can issue your customer a credit note.

To create a credit note:

  1. Access the invoices list.

     Sales > Sales invoices

  2. Edit the invoice that you need to create the credit note for (  ).
    You can create a credit note for an invoice with the status Unposted or Posted but not for a Draft invoice.
  3. Generate the credit note (  Generate credit note ).

An invoice with the status Draft and a negative Amount due is automatically created. You can modify this invoice and post it in your sales invoice journal at a later time.


Was this content helpful to you?

No votes yet.
Please wait...

Would you like to add some helpful comment here?

All the fields of this form are mandatory.

   
 

Check our other resources