Back to Credit Notes Overview

Creating a New Credit Note

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

From the Credit Notes module

From the Invoice module

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

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

Credit Notes Create from Invoice Table

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.

Credit Notes Create from Customers Module

You can view and edit these credit notes anytime by clicking Edit.

Credit Notes Edit
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