The Credit Notes tab manages credit notes issued to customers for returns, refunds, or invoice corrections.
Credit notes are essentially negative invoices that reduce the amount customers owe you.
Use credit notes when you need to provide a full or partial credit against an existing sales invoice, or to record a standalone credit.
To issue a credit note to a customer, click the New Credit Note button.
You can create credit notes linked to specific sales invoices or as standalone credits.
For detailed information on creating credit notes, see: Credit Note — Edit
The Credit Notes tab displays all your credit notes in a table format with the following columns:
The Date column shows when the credit note was issued.
The Reference column displays the unique reference number for each credit note.
The Customer column shows who received this credit note.
The Sales Invoice column shows the original invoice being credited, if applicable.
This column will be empty for standalone credit notes that are not linked to a specific invoice.
The Description column shows the reason for issuing the credit note.
The Cost of Sales column shows the inventory cost reversed when items are returned.
This column only appears when inventory items are included in the credit note.
Click the amount to view detailed cost calculations.
The Amount column displays the total credit amount issued to the customer.
Click Edit Columns to customize which columns appear in the table and their order.
To learn more about customizing columns, see: Edit columns