Advanced Invoice Options
Create Credit Note from Invoice
- Click Sales → Invoices menu located on the sidebar menu (left-hand side of the screen).
You can also use a shortcut menu. Just click
eye symbol under the Invoices shortcut.
- Hover the cursor over the Invoice number, and click Edit.
- Click More button, and select Create Credit Note.
Note: When creating a credit note from a non paid invoice, the credit note amount will get applied to this invoice.
- Ensure that all details are correct and click:
Save – to save Credit Note
Save & Send – to save Credit Note, and send Notification to Customer
