Creating a New Credit Note
If the Credit Notes module is not available by default in the left sidebar, you’ll have to enable it in the Preferences. To do this:
- Go to Settings from the top-right corner of the page.
- Select General Preferences.
- Mark Credit Notes under Select the modules you would like to enable.
- Click Save at the bottom of the page.
You can create a credit note from three different places within Zoho Invoice.
From the Credit Notes module
- Go to Credit Notes on the left sidebar or press shift + n to open the Credit Notes module.
- Click + New or press c + n to create a new credit note.
- 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 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.
- Go to Invoices on the left sidebar.
- Select the invoice of the customer for whom you want to issue credits.
- Click the More icon and select Create Credit Note.
From the Customers module
Credit notes can also be created by selecting a customer from the Customers module.
- Go to Customers on the left sidebar.
- Click the New transaction dropdown.
- Select Credit Note and proceed to create the credit note.
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