FAQs in this section
What are Credit Notes?
When are customers given credit notes?
What are the benefits of credit notes?
Why are credit notes used?
Are credit notes available in the Sales Enterprise edition?
Is credit notes available as a module by default?
What are the statuses in which a credit note can possibly be in?
How can I create a credit note?
How can I apply credit amount to an invoice from a credit note?
What happens when all the credits in a credit note are applied to invoices?
Can any user apply credits on an invoice?
How can I add a new product or a service to a credit note?
How can I add a new section to a credit note?
Can I create and link an invoice from a credit note?
Can I share a credit note?
How can I print a credit note?
How can I export a credit note?
How can I change the template of a credit note?

Can I create a credit note from invoices?

Yes, follow these steps to add a credit note from the New button in invoices:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Invoices module.
  4. Open any invoice.
  5. In the Summary View, click the +New button on the right-hand side top corner of the screen.
  6. Click the Add or Create button.
  7. Click on Credit Notes.
  8. Enter all the necessary details.
  9. Click Save to create the credit note.
    • Click Save and Continue to add more information.
This newly created credit note is linked to the selected invoice and will be visible in the Summary View of the invoice record.
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