Creating a credit note

Create a credit note for any job

Here's how:

  1. Visit the job you need a credit note for
  2. Create a new invoice
  3. Select 'Start a blank invoice'
  4. Select the "Invoice" title and change to "Credit note"
  5. Enter the credit as a negative amount, e.g. "-100"
  6. Save the invoice

You'll now be able to send the credit note to your customer, and your job balance will be updated to show the credited amount.

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