How To: Issue a Credit Note for an Invoice
Edited
Use Credit Notes to apply discounts or reduce the amount owed on unpaid invoices.
1. Click Invoices > Overview > Select Invoice
2. Click Share > Issue Credit Note
3. Fill out the Credit Note Information
Effective Date
Internal Reason
4. Input the Amount
5. Click "Issue Credit Note"
6. The Invoice will now expect a Reduced Payment
The customer will be emailed details regarding their changed invoice.
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