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Back to Credit Note Overview

Creating a New Credit Note

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

From the Credit Notes module

  • Select Credit Notes from the left sidebar.
  • Click the + button adjacent to Credit Note or click the + New button on the top right corner.

Credit Note creation

  • 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. 

  • Navigate to the Invoices module.
  • Go to the invoice of the customer for whom you want to issue credits.
  • Click on More and select Create Credit Note.

Creating a credit note

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

More Action

From the Contacts module

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

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

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