How to create credit note ? (New version )

Modified on Thu, 3 Oct at 6:27 PM

What is a Credit Note?

A credit note is a letter sent by the supplier to the customer notifying the customer that he or she has been credited a certain amount due to an error in the original invoice or other reasons.


A credit note is also known as a credit memo, which is short for "credit memorandum." This is a commercial document that the supplier produces for the customer to notify the customer that credit is being applied to the customer for various reasons.


On the credit note, the supplier will list the products, quantities and product or service prices that were agreed-upon by both parties. It will normally reference the original invoice and state the reason for the credit note. The credit can be provided to the customer as money, or (as usual) it can be applied to future purchases.



When do you use it?

  • the customer returned the goods or rejected the services for any number of reasons.

  • the goods were damaged in some way, usually during transit.

  • there was a mistake in the price on the original invoice.

  • the customer overpaid the original invoice.






1. Go to Sales Menu > Credit Note >Add New



2.  Fill in Customer Info and Select Reason. 

  •       Discount -      Giving a discount alone will not add goods to the inventory 
  •      Good Return -Good returned’ refers to the situation where a customer returns purchased goods to the                                    seller.

                                    *You should see the goods is returned when you view your product's Inventory Log.

  •      Good Damage -Good damaged’ refers to the situation where goods are damaged during transportation,                                     storage, or sale. 

                                      *Good Damage will not added the product into Inventory log.


3. Fill up the item code, which must be the same as the item code on the invoice in order to use the credit note.



4.  Make sure the total amount is correct, if the amount is included Tax please change it. 




Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article