This guide explains how to create a credit note with custom amounts and items. Alternatively, you can also create credit notes directly from an invoice.


Step 1.


Navigate Sales > Credit notes.


Credit Notes



Step 2.


Click on the Create credit note button.



Step 3.


Fill in the details of the credit note form and click the Save button.


Once the credit note has been created it can be applied to any unpaid customer invoice.


credit note


For additional help, click here to view all our training options.


Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at support@clearbooks.co.uk.


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