Credit Notes
9 docs
Credit Notes Overview
Last Updated: 9 November 2026What credit notes are for, the Credit Notes page, and what Open, Closed and Void mean.
Add New Credit Note | Create Credit Note
Last Updated: 9 November 2026Create a credit note for a customer, add the lines being credited and save it.
Edit Credit Note
Last Updated: 9 November 2026Change a credit note’s customer, date or lines, then save.
Send Credit Note to Customer
Last Updated: 9 November 2026Email a credit note to the customer with its PDF.
Apply Credit Note to Customer Invoice
Last Updated: 9 November 2026Use a credit note to reduce what the customer owes on one or more invoices, and remove an applied credit if needed.
Refund Credit Note to Customer
Last Updated: 9 November 2026Record money you paid back to the customer against a credit note.
Void Credit Note
Last Updated: 9 November 2026Cancel a credit note without deleting it, and reopen it if needed.
Credit Note Settings
Last Updated: 9 November 2026Change the credit note prefix, next number and number format, and set a default note and terms.