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.
- Go to the invoices page, and filter or otherwise find the one you’d like to turn into a credit note.
- 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.
- Click on the
...dropdown at the top right of the invoice, and select
Issue credit note.
- Review the credit note details. If you're creating a partial credit note, be sure to change the amount in this step before clicking
We’ll automatically create a credit note for you with the same information as the invoice. Easy!