Issuing Credit Notes
Learn when and how to issue a credit note to correct or cancel an invoice.
Steps
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1
Open the finalized invoice
Navigate to Sales > Invoices and click on the invoice you need to credit.
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2
Click "Create Credit Note"
From the invoice detail page, click the Create Credit Note action button.
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3
Adjust the amounts
By default, the credit note mirrors the full invoice. You can adjust line items for a partial credit.
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4
Finalize the credit note
Review the credit note and click Finalize. The credit note is linked to the original invoice automatically.
Tips
- Credit notes are the legal way to correct a finalized invoice.
- You cannot delete a finalized invoice — always use a credit note instead.
- The credit note references the original invoice number for audit compliance.