A credit note is a letter sent by the supplier to the customer notifying the customer that he or she has been credited a certain amount due to an error in the original invoice or other reasons.

It’s quite easy to create one. Here are the steps:

a) Go to ‘Finance’ from the left-hand side panel, select ‘Account Receivables’, click on the ‘Others’ tab and select  ‘Credit Notes’. 

Then, click on the ‘+ Create Credit Note’ button.



b) Fill in the details and click on ‘Save & Send’.



c) Once you do that, your customer would be receiving a credit note on their email and you will be able to see the transaction under the ‘Credit Notes’ tab.