Make sure the Invoices & Payments tab is selected as shown below.




A new credit note will be created. The total for the credit note will be a negative number.


A form will be displayed allowing the credit note details to be edited. A credit note is edited in the same way as an invoice. Delete items or change the quantities as appropriate.


Edit the credit note as required.


Press OK to save the credit note.


Note: Credit notes can be used to make payments against invoices.


See Also