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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

  • 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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