Credit Notes
A credit note reverses or reduces a previously issued invoice — used for returns, corrections, or goodwill adjustments.
1
Open the Invoice
Go to the paid or sent invoice you want to credit.
2
Click Credit Note
Click the Credit Note button (indigo colour, visible to Admins and Owners).
3
Enter Reason
Enter the reason for the credit note (e.g. "Goods returned").
4
Edit if Needed
The credit note is created as a DRAFT. You can edit lines and amounts before sending.
5
Send to Customer
Mark as SENT and share the link.
Credit notes do not automatically update stock. If goods were returned, manually adjust inventory via Inventory → Adjust Stock.