Creating a New Credit Note
You can create a credit note from three different places within Zoho Billing.
From the Credit Notes module
- Navigate to Credit Notes.
Click the + button adjacent to Credit Note or click + New on the top right corner.
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 Invoices.
- Go to the invoice of the customer for whom you want to issue credits.
Click More and select Create Credit Note.
Alternatively, you can also create a credit note by just clicking + New drop down on the top right corner and selecting New Credit Note.
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.
You can view and edit these credit notes anytime by clicking Edit.