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Create a credit note

Create a credit note for part or all of an invoice, export it to Xero or QuickBooks, and view all credit notes from the invoices screen.

1. Open the invoice you need to credit in part or whole, click "Multi-Select"

Invoice line items table with Tax Code, List Price, Sales Price and Quantity columns, Multi-Select button highlighted

2. Select the items to credit

Line items table with the checkbox highlighted on the second row, item 324240-F17, to select it for crediting

3. Click "Create Credit Note"

Invoice record actions with the purple Create Credit Note dropdown button highlighted below Save Changes

4. Select the pre-build

Create Credit Note dropdown open below Save Changes, with the "- Credit Note" option highlighted for selection

5. Change the credit note's status to anything other Draft or Cancelled to export it to Xero or QuickBooks

Credit note editor with the Draft status dropdown highlighted below Back to Invoices, used to change the status

6. To view all the credit notes, on the main invoices screen, click "Credit Notes Only"

Invoices list filter dropdown open with "Credit Notes Only" highlighted below Pro Forma Only option

Learn more: invoices and credit notes

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