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.

Technical support is available from Monday to Friday, 9 - 5.

How to contact support within Clear Books

We also welcome you to visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.