Adding Credit Notes to an invoice

Adding Credit Notes

A credit note allows you to reduce the amount owed on an invoice without deleting or editing the original line items.
Credit notes are useful when:
  • You want to offer a discount after an invoice has already been issued.
  • A client has partially paid (e.g., paid $1,000 of a $1,300 invoice) and you want to waive the remaining $300.
  • You need to correct an error on the invoice without altering the original record.

Creating a credit note

    Open the Invoice → Go to the Update Invoice page for the invoice you want to adjust.
    Add a Credit Note → Click Add Credit Note (see highlighted section in the screenshot below).
    Clicking Apply Credit Note will display a screen with the invoice amount automatically populated in the credit note line items.
  • Adjust the line item amounts to match the value you want to waive or discount.
  • Click Save to save the credit note.
    After saving, the invoice summary will update to include a credit note line as displayed in the following screenshot
    Email the Updated Invoice - Once the credit note has been applied, you can send the updated invoice to your client:
  • Click the Email Invoice button at the top of the page (see highlighted section below)
    An email screen will appear with the updated invoice PDF attached. The PDF will now include an invoice summary section reflecting the credit note amount you just added.