1. Go to "Invoices" in the main menu.
2. Browse your invoices or use the search feature to find the invoice you want to credit.
3. Click the three dots (...) on the invoice row.
4. Select "Credit" from the drop-down menu.

• The credit note will have a negative amount equal to the original invoice amount and will be sent to your client.
• A credit note is used to cancel a previously issued invoice.
• You can only credit invoices that have not yet been paid.
• Issuing a credit note cancels the claim under the original invoice. This means your client is no longer required to pay it.
• A credit note acts as a negative invoice and matches the original invoice amount, reducing the total debt for that transaction to zero.