Back to Credit Note Overview

Creating a New Credit Note

You can create a credit note from three different places within Zoho Invoice.

From the Credit Notes module

• Select Credit Notes from the left sidebar.
• Click the + button adjacent to Credit Note or click the + New button on the top right corner.

• Enter the details of the credit note in the creation form.
• Click Save as Draft to save the credit note as a draft.
• You can also mark the Credit Note as Open by clicking Save as Open

or perform the following actions:

           * Save and Submit - To save the credit note and submit it for approval.
           * Save and Approve - To save the credit note and approve it.

From the Invoice module

You can also create a credit note directly from an invoice in the name of the customer you want to issue those credits for. 

• Navigate to the Invoices module.
• Go to the invoice of the customer for whom you want to issue credits.
• Click on More and select Create Credit Note.

Alternatively, you can also create a credit note by just clicking the + New drop down on the top right corner and selecting New Credit Note.

From the Contacts module

Credit notes can also be created by selecting a customer from the Contacts tab. Select New transaction > Credit Note and proceed to create the credit note.

You can view and edit these anytime by clicking on the pencil icon highlighted below lets you edit the credit recorded.

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