1. Start a New Credit Note
Navigate to the Credit Note Page from the homepage.
Tap the + New Credit Note button.
2. Add Details
The process is similar to creating an invoice:
Client: Select the client you are crediting.
Items: Add the items or services being refunded/credited.
Discounts & Tax: Ensure these match the original invoice if applicable.
Photos/Signatures: Add if necessary for records.
Note: There is no "Payments" section as this document represents money returning to the client or reducing their balance.
3. Review & Save
Preview: Verify the numbers are correct. Credit Notes usually have a distinct design to differentiate them from invoices.
Tap Save & Continue.
4. Send
Email: Send the credit note to your client for their records.
The system will automatically track this credit note status and send you notifications, statuses includes: accepted, declined and signed.