credits

How do I delete a credit note that has already been closed?

A closed credit note implies that the amount due to the customer has been paid, either through a direct refund or by applying the credits to an invoice. To delete this credit note, you need to first cancel this payment.

To do this,

  • Scroll down to the Sales tab on the home page of Zoho Books, and open the concerned credit note.
  • Sort through Closed credit notes and open the concerned one.
  • Now, scroll down to the bottom of this note to view the refund or applied credits.
  • Hover over the payment to view the trash can icon next to it.
  • Clicking on this icon will delete the applied credit, and convert the credit note back to Open.

Deleting credits

Now, click on More -> Delete to delete this credit note permanently.

Deleting credit note

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