Overview
A Credit Note is a reversal of an invoice. Therefore, you need to have an existing invoice before you create a credit note.
Below are the sections we'll go through:
Create a Credit Note
Under Invoice actions, click on "Add Credit Note".
Specify the dates, quantity, and unit price and click "Continue"
From the review Credit Note screen, you can go back by clicking "Go back - Edit". Click "Create Credit Note" to save the credit note.
Navigate to "Credit Notes" sub menu to view credit notes.
Credit Notes Options
Credit Notes Status Details
You can view details of credit note statuses by clicking on the arrow under "Invoice Status"
Credit Notes Details
When you click the 'eye' icon, a modal opens up with the credit note details as seen below.
