Issuing a credit note

This is the option we always recommend if you need to correct an invoice. You’ll comply with all accounting regulations as you’ll have all documents in order.
  1. Go to the invoices page, and filter or otherwise find the one you’d like to turn into a credit note.
  1. Click on the invoice and you’ll see a nice representation of the final invoice that is ready to be sent/was sent to your customer.
  1. Click on the ... dropdown at the top right of the invoice, and select Issue credit note.
  1. Review the credit note details. If you're creating a partial credit note, be sure to change the amount in this step before clicking Create.
We’ll automatically create a credit note for you with the same information as the invoice. Easy!