Create Credit Note based on Invoice

An efficient way to enter a credit note is to create it directly from within a saved invoice, retaining all the field values previously entered.

Open an existing invoice in View/Edit mode. Use the Purchase Invoice options drop down list to select the Issue Credit Note option

Click the Save button to complete the creation of the credit note.

Note that there is no link created between the new credit note and the original invoice. If you wish to allocate the credit note to the invoice, then this must be done from within the credit note (see Allocate Credit Note).

See Create Purchase Credit Note to view full details on entering credit notes.