At times, you need to send a credit note to your customer. This can be because they've returned faulty goods, or to reduce the value of an invoice you've sent to them. You can create a credit note from the original invoice. This saves you time, as it populates some of the details using information from the invoice. It then automatically allocates (matches) the credit note to the invoice. To cancel several invoices with a credit note, you can create a credit note separately. You can then allocate it to the relevant invoices. Before sending your first invoice or credit note You need to enter your business details and VAT settings before you create an invoice or credit note. You'll have entered your business address when you signed up. We also recommend you check your other business and financial settings now too. It’s helpful if you set up records for your customers and create your products and services if you use them. This saves you time when creating your invoices and credit notes. This is because customers, products, and services you use are available to select from a list. If you want to customise the appearance of your credit notes or other documents, you can do it now. For example, add a business logo, or change the template and colour of the documents you send.
Create a sales credit note
Save and send a credit note
Apply a credit note to an invoice |