Refunding a Credit Note

If you've issued a credit note for a customer and instead of applying it to future invoices you want to refund the amount in cash, follow these steps to refund a credit note:

  1. Find the credit note in the Invoices table under the Billing tab.

  2. Click on the Credit Note number.

  3. If the credit note is approved and has not been fully allocated, a section will appear at the bottom of the invoice to issue a refund.

  4. Enter the refund details in the form and submit it. You will only be able to refund any unallocated amount.

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