Creating a New Credit Note
If the Credit Notes module is not available by default in the left sidebar, you’ll have to enable it in the Preferences. To do this:
- Go to Settings from the top-right corner of the page.
- Select General Preferences.
- Mark Credit Notes under Select the modules you would like to enable.
- Click Save at the bottom of the page.
You can create a credit note from three different places within Zoho Invoice.
From the Credit Notes module
- Go to Credit Notes on the left sidebar or press shift + n to open the Credit Notes module.
- Click + New or press c + n to create a new credit note.
- 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.
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.
- Go to Invoices on the left sidebar.
- Select the invoice of the customer for whom you want to issue credits.
- Click the More icon and select Create Credit Note.
Insight: The items from the invoice are pre-filled in the credit note, so you can credit all or part of the invoice without re-entering them. To credit only part of the invoice, edit the quantities or amounts and remove the items you do not want to credit before you save the credit note.
From the Customers module
Credit notes can also be created by selecting a customer from the Customers module.
- Go to Customers on the left sidebar.
- Click the New transaction dropdown.
- Select Credit Note and proceed to create the credit note.
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