How to Send a Credit Note to Your Client

Overview
Deliver credit notes electronically via email directly from Laywork.

Steps

1. In Finance → Credit Note, click the desired credit note’s Action ⋮ menu.

2. Select Send to Client.

3. In the email modal, confirm the Recipient, Subject, and Message.

4. Click Send. A copy is saved under the credit note’s activity log.

Tips

• Personalize the email message with the reason for the credit.

• Attach supporting documentation (e.g. return receipt) for transparency.

Troubleshooting / FAQs

• Q: “Send to Client” button is greyed out.

  • A: Credit note must be in Issued status. Click Issue first.

• Q: Client did not receive the credit note.

  • A: Ask them to check spam/junk folders; verify their email address in the client profile.