Issuing credit notes for outgoing invoices

Where to find it

Outgoing invoices → open a sent invoice → Credit note

✅ Common tasks

Create a credit note

1. Open the outgoing invoice you want to credit.

2. Click Credit note.

3. Confirm the action.

4. Open the new credit note by its returned ID.

The original invoice stays unchanged.

Edit the credit note

1. Open the credit note record.

2. Update the values you need.

3. Save your changes.

Treat the credit note as its own invoice.

Review both records

1. Open the original invoice.

2. Open the credit note.

3. Check each document separately before sending.

The credit note does not overwrite the sent invoice.

🔗 See also

• Outgoing invoices

• Creating and editing an outgoing invoice

• Sending an outgoing invoice

• Duplicating, correcting and deleting outgoing invoices

• Outgoing invoice statuses, payments and the sending log