How to Apply a Credit Note When Invoice Has Been Fully Paid - Bzai (New Vers.)

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How to Apply a Credit Note When Invoice Has Been Fully Paid - Bzai (New Vers.)

Learn how to apply a credit note even after the invoice has been fully paid to adjust your financial records accurately and ensure compliance.

1. Click on an invoice

2. Ensure this invoice has been fully paid

3. However to apply a Credit Note, the invoice must be unpaid

(To record a refund, please refer to How to do refund)

4. Click on Confirm

5. Now the invoice is unpaid

6. Click the 3 dots and select 'Create Credit Note'

7. Fill in the details

8. Click on Confirm

9. Payment has been made using the credit note