UNDERSTAND CREDIT NOTE
Use Credit Notes To Refund Or Adjust Invoice Amounts Without Deletion. Maintain Accurate Records, Apply Client Credits, And Track All Changes Transparently
A Credit Note is used when you need to adjust or refund an amount from a previously issued invoice—without deleting it. It helps keep your financial records accurate while making the process smooth for both your team and your clients.
Creating a Credit Note
To issue a credit note, follow these simple steps:
✅ Go to Invoices – Go to the client’s profile > click on his balance > click on view summary > Locate the original invoice you want to adjust.
✅ Click Credit Note – This option will appear on eligible invoices.
✅ Adjust the Amount – Enter the amount you wish to credit. You can apply the full invoice amount or just a partial amount.
✅ Choose the relevant payment method:
Client Credit – If you select "On Account", the credited amount will be added to the client's balance for future use. If you choose any other payment method, the amount will be refunded automatically.
✅ Add Notes and Reference Number (Optional) – Leave an internal note or include a message for the client explaining the reason for the credit.
✅ Edit Package – you have the option to discontinue your package or change the expiry date before issuing the credit note.