How do I create a credit note in sales or purchases
Hi @Mary123
There are 2 ways you can do this. Either:
- View the original invoice, go to More Options >> Raise a Credit Note
- Create a new invoice with a negative balance
The first option is the better option as this leaves a clear audit trail, and allows you hold the funds on account if you wish.
This topic was automatically closed after 7 days. New replies are no longer allowed.