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.

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