Quickly create and apply a credit note against an invoice

Steps

  1. Navigate to "Sales > Invoices > Unpaid" and select invoice
  2. Click options in the "Payment history" of the invoice
  3. Use the "Apply Credit Note" button to automatically create and apply a credit note

Guide Information

  • Difficulty: Beginner
  • Estimated Completion Time: 2 minutes

If the balance of, or an entire invoice, needs to be credited then there is a quicker alternative to the instruction of how to Create and apply a credit note against a customer invoice.

Step 1.

Navigate to “Sales > Invoices > Unpaid”  and click on the “Invoice #” of the invoice to be credited.

Step 2.

When viewing the invoice to be credited click on the ”options” link in the ”Payment history” section.

Step 3.

This will bring up a form where you may credit the balance on the invoice at the click of a button.

Click the apply ”Apply Credit Note” button and the system will automatically create a credit note and apply it against the invoice in question.