Once a purchase credit note has been created this guide explains how to allocate this to any future bills.

Alternatively, you can create a credit note directly from a bill.

Step 1.

Navigate to the Purchases > Bills menu and click on the Unpaid tab.

Step 2.

Click on the appropriate bill ID that you would like credited from the list.

Step 3.

Any credits notes you created above will appear at the bottom of the screen with the option to apply all, or a portion, of it against the invoice.

Click Apply to allocate the credit note against the invoice.

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.

Alternatively, 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.