Issuing credit notes for outgoing invoices

Where to find it

Outgoing invoices → open the sent sales invoice

✅ Common tasks

Create a credit note

1. Open the sent outgoing invoice you need to reverse

2. Choose the option to credit the invoice

3. Confirm creation to generate a new negated invoice record

4. Open the new credit note using its invoice ID

5. Review the copied recipient, line items and totals

Only invoices that were actually sent to a customer can be credited — drafts can't.

Send the credit note

1. Review the credit note details before delivery

2. Send or download it using the normal outgoing invoice sending steps

3. Note the original invoice stays untouched as a separate record

Find invoices you can credit

1. Look up the customer's sent invoices that are still eligible for crediting

2. Pick the invoice you want a credit note to reverse or correct

🔗 See also

• Outgoing invoices

• Sending an outgoing invoice

• Duplicating, correcting and deleting outgoing invoices

• Outgoing invoice statuses, payments and the sending log

• Applying incoming credit notes