Create a Credit Note
A credit note lets you correct or refund an invoice that has already been paid, while keeping a compliant accounting trail.
Create a Credit Note from an Invoice
Credit notes can only be created from a paid invoice. Open the relevant invoice and click Create Credit Note.
Factura carries over the client and original invoice details. All that's left is to enter the reason and the amount to refund.
Credit Note Statuses
| Status | Overview |
|---|---|
| Draft | Default status when the credit note is created. |
| Issued | Indicates the credit note has been sent to your client. |
| Cancelled | Lets you cancel a credit note issued by mistake. |
Export a Credit Note as PDF
Just like your invoices and estimates, each credit note can be exported as a PDF ready to send to your client.