Create a credit note
How to issue a credit note on an invoice
A credit note is a useful function for a variety of situations when it comes to invoicing your clients.
For example, you might issue a credit note if there was a mistake on the invoice, if the customer has decided not to purchase certain products on the invoice.
With Debitoor, it’s easy to create a credit note for an invoice. The amount you list on the credit note will automatically be registered to the invoice, and partial payment from the customer can still be included.
To create a credit note:
- Click on the invoice for which you’d like to create a credit note.
- In the invoice, click on the ‘...More’ button on the top right.
- Click ‘Create >’ in the drop down menu
- Select ‘Credit Note’
Edit information in your credit note if necessary. A credit note will automatically register the full amount of the invoice, so make changes if it’s only a partial amount.
When you’re ready, click the blue ‘Complete Credit Note’ button.
You can download your credit note to a PDF document like an invoice, or send it to your customer to confirm issuance of a credit note.
Your credit note will also show up in the history of your invoice, with the amount and any partial payment received from the customer.
Check out our short video below for a step-by-step guide to creating a credit note:
Need a little more guidance? Check out this short video for a more interactive guide:
If you still have questions, get in touch with us through email or chat with us from within your Debitoor account!