Credit notes

Sales › Credit notes.

A credit note reduces what a customer owes you, or what you owe a supplier, and makes the tax and ledger entries to match. Use it instead of editing a posted invoice or bill.

1. Select + New credit note.
2. Choose the Credit note type: for a customer (against an invoice) or a supplier (against a bill).
3. Choose the invoice or bill it relates to, then set the Credit note number, Date and Reason.
4. Save as a draft. Check it, then select Post.

You can Delete a draft. A posted credit note stays in your books.

Status	Meaning
Draft	Not yet in your books
Posted	Recorded, with its tax and ledger entries