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Create credit notes

You can create a credit note and send it to your client.

Updated over a week ago

You can create a credit note by duplicating the invoice and adding a negative symbol "-" to the item amounts.

Here’s how:

  • Go to the Invoices section.

  • Select the invoice for which you want to create a credit note

  • Swipe up on the lower menu and select Duplicate

  • A new invoice will be created with all the information from the original invoice

  • Change the amount of each item to a negative amount by clicking on the item and adding the "-" symbol in front of the price

  • Press Save for each item

  • Press Done to save the negative invoice/credit note

Note: The credit note will appear among the other invoices in the invoice list

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