A credit note is issued to reduce an existing invoice balance or allocate account credit to a customer, helping maintain clear, accurate financial records without deleting original transactions. You may need to issue a credit note for promotional offers, customer courtesy or resolving service issues.
To create a credit note, navigate to the Customers profile.
Select the Credits / Refunds tab.
Click the button in the top right corner.
A new window will open for you to enter the required information.
Location – Select the site (multi-site plans only).
Total – Enter the dollar amount without a negative sign.
Description – The description shown on the customer's credit note.
Click to update the client's available credit and account balance immediately.
For More Information
On allocating credit - Allocating Credit
On the Customer Credit report - Customer Credit - Report
On how to refund a credit - Refunding a Credit
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