Issue a credit note to reduce or reverse a sales invoice — for returns, billing errors, or price adjustments.
Go to Transactions → Credit Notes and click New Credit Note, or open a sales invoice and click Create Credit Note.
| Field | Description |
|---|---|
| Date | Credit note date (required) |
| Customer | Locked to the original invoice's customer |
| Original Invoice | The sales invoice being credited (required) |
| Reference | Optional reference number |
| Narration | Internal note |
| Location | Required if any line item is a goods item |
Line items are inherited from the original invoice. Only the quantity is editable — price, discount, tax, and unit are locked.
Click Save to record the credit note. The entry is committed to the ledger immediately.
