Zoho Invoice


Back to Credit Note Overview

Creating a New Credit Note

To create a credit note in Zoho Invoice:

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

Creating a credit note

Credit notes can also be created by selecting a customer from the Contacts tab. Select New transaction and click on Credit Note and proceed to create the credit note.

New credit note

You can view and edit these anytime by clicking on the pencil icon highlighted below lets you edit the credit recorded.

Editing a credit note

Mandatory fields

You will need to enter the following information while recording vendor credits.

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