How to Add a Credit Note to a Client Invoice

Overview
Issue a credit note to adjust or refund an existing invoice.

Steps

1. Navigate to Finance → Credit Note.

2. Click Add Credit Note.

3. Select the Client and related Invoice.

4. Enter Credit Amount, Reason, and Date.

5. (Optional) Attach supporting documents.

6. Click Save.

Tips

• Use descriptive reasons (“Product return,” “Overcharge adjustment”).

• Attach documentation (email, return slip) for audit trail.

Troubleshooting / FAQs

• Q: Invoice not showing in dropdown.

  • A: Ensure invoice is unpaid or partially paid. Only those can be credited.