## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/fr/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

[Back to Credit Notes Overview](/fr/billing/help/credit-notes/)

# Creating and Closing a Credit Note

## Creating a New Credit Note

You can create a credit note from three different places within Zoho Billing.

*   [From the Credit Notes Module](/fr/billing/help/credit-notes/new-credit-note.html#credit-notes)
*   [From the Invoices Module](/fr/billing/help/credit-notes/new-credit-note.html#invoice-module)
*   [From the Customers Module](/fr/billing/help/credit-notes/new-credit-note.html#customers-module)

### From the Credit Notes Module

*   Navigate to _Credit Notes_.
*   Click the **+** button adjacent to Credit Note or click **\+ New** on the top right corner.
*   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 Invoices Module

You can also create a credit note directly from an invoice for the customer to whom you want to issue credits.

*   Navigate to _Invoices_.
*   Go to the invoice of the customer for whom you want to issue credits.
*   Click **More** and select **Create Credit Note**.

Alternatively, you can also create a credit note by just clicking **\+ New** dropdown on the top right corner and selecting **New Credit Note**.

### From the Customers Module

Credit notes can also be created by selecting a customer from the **Customers** tab. Select **New transaction** > **Credit Note** and proceed to create the credit note. You can view and edit these credit notes anytime by clicking **Edit**.

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## Closing a Credit Note

There are two ways by which you can close a credit note:

*   [Apply to Invoice](/fr/billing/help/credit-notes/new-credit-note.html#apply-to-invoice)
*   [Refund](/fr/billing/help/credit-notes/new-credit-note.html#refund-credit-note)

### Apply to Invoice

Credits that belong to a customer can be applied to an invoice that you’ve raised for the same customer. When applied, it will reduce the invoice amount accordingly. 

To apply credits to an invoice:

*   Navigate to _Credit Notes_.
*   Select the credit note that you want to apply to an invoice. Make sure that the invoices are in **Sent** status and the credit note is in **Open** status.
*   Click **Apply to Invoice** on the top. 
*   A list of invoices that you’ve created for that customer is displayed. 
*   Specify the amount to be applied for the invoices and click the **Save** button.
*   The invoice amount and the available credit will be reduced accordingly.
*   If all the credits are used up, the status of the note will be changed to **Closed**.

This can also be done by opening the corresponding invoice and clicking **Apply Now** under the **Credits Available**.

### Refund

If you’ve refunded the amount you owed your customer by cash, you can record this in Zoho Billing against the corresponding credit note created. To do this:

*   Navigate to _Credit Notes_.
*   Open the respective credit note and ensure it is in **Open** status.
*   Click **Refund**.
*   Choose the date on which it was refunded, the payment mode, reference number (if any), the amount to be refunded and hit the **Save** button.

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