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?
Can I create a credit note from invoices?
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 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 and link an invoice from a credit note?

Yes, you can create and link an invoice from a credit note.

Follow these steps to add an invoice:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Credit Notes module.
  4. Open any credit note record.
  5. Click the +New button in the Summary View.
  6. Click Add or Create button.
  7. Select Invoices.
  8. Here, you see two options on your screen:
    • Select Invoices
      1. If you want to add an existing invoice, select this option.
      2. Hover over a record in the list of all existing invoices to display the radio buttons.
      3. Click the radio button on the left side of the record to select the record.
      4. Click Add Selected button present below of the list.
    • Create Invoices
      1. If you want to add a new invoice, select this option.
      2. Fill all the necessary details.
      3. Click Save to create the invoice.
        • Click Save and Continue to enter other information.
This newly created invoice will be linked to the credit note and will be displayed in the Sales Ops widget in the Credit Notes’ Summary View.
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