Credit notes are used when you need to credit a certain amount back to one of your customers.
To get started creating credit notes, go to Invoicing > Draft Credit notes and click New.
Add basic information to your credit note.
Select a Location.
Choose a customer’s Account - this is the customer who will be credited through your note.
Select the Reason of the credit note - either a billing error or a overcharge.
Choose a credit note Type - either a human or system error.
Add Comments if necessary - Here is where you can include any additional information that might be useful.
Add credit note Text - This could be a short explanation of your credit note or its reasons.
Add Credit Note Lines
Start by entering a Billing Period.
Search for the Product for which you want to credit the customer.
Add a Reference - This can be any reference information that you deem important for this particular charge. References are primarily related to billing dates or periods.
Enter a Quantity - The default value is “1”.
Make sure that the List Price is correct. The list price is without tax (which will be added as soon as you select a tax in the next field). The total charge will sum up the list price and tax amount.
Check that the Discount is correct (if there was any).
Check the Discounted Price.
Check the type of Tax.
Ensure that the Total Price is correct.
Use the Add a new line button and follow the same steps to add a new credit note line.
Save your credit note when you are ready.