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Create a credit note

A credit note cancels out an invoice you've already issued, in full or in part. You create one by duplicating the original invoice and making the amounts negative.

Create the credit note

  • Go to Invoices

  • Select the invoice you want to credit

  • Swipe up on the lower menu and tap Duplicate

  • A new invoice appears with all the details from the original

Make the amounts negative

  • Tap an item and add a minus sign (-) in front of the price

  • Tap Save

  • Repeat for every item on the document

  • Tap Done

Tip: to credit part of an invoice rather than all of it, only make negative the items you're crediting. Delete the rest.

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