How to create a Credit Note

  • Click on the right navigation All Sales.
  • Click on Add Credit Note.
  • Credit Note page will be opened.
  • Select the customer if you want to send the credit note by email write the email on the box and check the send email checkbox.
  • Select the credit note date.
  • Fill the credit note details enter the product/service and quantity.
  • Fill the notes if you have some.
  • Click on the Save button your credit note will be sent to customer and also saved.