Adding Credit Notes to an invoice

• You want to offer a discount after an invoice has already been issued.
• A client has partially paid (e.g., paid $1,000 /$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.

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Creating a credit note

1

Open the Invoice

Go to the Update Invoice page for the invoice you want to adjust.

2

Add a Credit Note

Click Add Credit Note (see highlighted section in the screenshot below).

3

Enter the credit note details

Clicking Apply Credit Note will display a screen with the invoice amount automatically populated in the credit note line items.

4

Review the updated invoice

After saving, the invoice summary will update to include a credit note line as displayed in the following screenshot.

5

Email the Updated Invoice

Once the credit note has been applied, you can send the updated invoice to your client which will include the credit note amount.