🧾 How to create a standalone Credit Note

To issue a credit note for an invoice issued outside of InvoiceXpress, just follow these steps:

1. Go to the Contacts tab:
2. Go to the contact's page for whom you'll issue the Credit Note, or create the contact if it doesn't exist yet;
3. In the menu on the right, click Credit Note.
4. On the standalone Credit Note issuance page, you'll need to fill in the Number and Sequence fields, referring to the original document.

💬 Frequently asked questions

❓ Can I issue a Credit Note for an invoice issued outside InvoiceXpress?

Yes. Go to the Contacts tab, open the contact's page, and click Credit Note in the menu on the right.

❓ What if the contact doesn't exist in InvoiceXpress yet?

Create the contact first, then issue the Credit Note from the contact's page.

❓ What do I need to fill in on the standalone Credit Note?

Fill in the Number and Sequence fields, referring to the original document.