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Credit Notes

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

Credit Notes

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

Credit NotesNew Credit Note

The Credit Notes tab displays several columns:

Date

The issuing date of the credit note.

Reference

The reference number for the credit note.

Customer

The name of the customer to whom this credit note was issued.

Sales Invoice

The reference number of the sales invoice to which this credit note is associated. It's not mandatory for a credit note to be linked to a specific sales invoice.

Description

A description of the credit note.

Cost of Sales

Indicates the amount of cost allocated for sold inventory items.

Amount

The amount specified on the credit note.

You can customize which columns are displayed by clicking the Edit Columns button.

Edit columns

For more information, see Edit Columns.