Creating a Credit Note from an Invoice

Open the original Invoice and select the credit note creation action from the **Actions** menu. The system will prepare a new credit note populated with recipient, currency, and line item data. This saves time, but you must still verify every field before saving.

Last updated 20 days ago

Retain only the lines and quantities being credited. If only the price is being adjusted, ensure the final amount reflects the agreed-upon reduction. Verify the rate, discount, warehouse, unit of measure, and document date for VAT.

Once saved, the credit note becomes a separate financial document with its own number and history. The original Invoice is not deleted. For the credit to reduce the balance of a specific Invoices, the credit note must still be allocated to it in accordance with your accounting process.

If the original Invoices or the action is missing from the form, check the credit note creation settings, Invoices view, and organization permissions.

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