Add a credit note to a customer

You can add credit notes to customers. 

Watch a quick video showing you how to add a credit note

Or read how to add a credit note

  1. Search for the customer you would like to add credit note to

  2. Click on the customer name to open their account. Click Quick links in the top right corner

  3. You will see a small section with more options. Click Raise credit note

  4. You will see a page where you can fill in the credit note. Fill in the form as required

    You can type the description of the credit note. i.e labour reduction.
    You can edit the date of the credit note
    You can select whether you want your credit note to be broken down by category or be fully broken down into line items.

    Save when you are finished.


Please note: when an invoice has been passed to a work address, the credit note must be raised within the invoice itself. To see how to do this please click here: Add a credit note against an invoice

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