Create a Credit Note
Correct or reduce a finalized invoice while preserving its history.
Before you start
Do not rewrite finalized invoice history to represent a correction.
Open Invoices
Dashboard → Sales → Credit Notes
Navigate to the relevant workspace area.
Open the source invoice
Open the source invoice. Review the information shown before continuing to the next step.
Choose Create Credit Note
Choose Create Credit Note. Review the information shown before continuing to the next step.
Select affected items and enter the reason
Select affected items and enter the reason. Review the information shown before continuing to the next step.
Review values and issue the credit note
Review values and issue the credit note. Review the information shown before continuing to the next step.