🧾 How to Create a Credit Note

1. Go to the Invoices tab.
2. Open the page of the invoice for which you want to issue a Credit Note.
3. Click Credit Note on the right-hand side of the page.
4. Fill in the necessary information or make any required changes, then click Save as Draft.
5. Finally, click Finalize.

NOTE:

The Credit Note must be sent to your client so that they can sign and return it.

Your client can digitally sign the Credit Note and send it back via email.