Zoho Invoice

Help Docs

Closing a Credit Note

IN THIS PAGE…

There are two ways by which you can close a 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:

Apply to Invoice

Apply to Invoice

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

Apply to Invoice

Refund

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

Refund


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