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Credit Notes

The Credit Notes tab allows you to create, view, and manage credit notes issued to customers. These are essentially negative invoices that make a record of refunds or cancellations regarding previously issued invoices.

Credit Notes15

New Credit Note

To create new credit note, click New Credit Note button.

Credit NotesNew Credit Note

Edit columns

By default, you will see the following columns:

Date Date of Sales Quote
Customer Customer name
Description Sales Quote description
Amount Credit Note amount

Use Edit columns button to customize what columns should be visible under Credit Notes tab.

Edit columns

Clicking Edit columns button allows you to add additional columns to better suit your business requirements.

Reference Reference number of Credit Note
Sales Invoice Sales Invoice associated with this Credit Note