Summary
This article describes the use of credit notes and provides their definition. A credit note is similar to an invoice, however it shows only credits. Credit notes can be printed or sent to customers just like invoices.
Viewing Credit Notes
On the invoices tab, A Credit Notes section will appear as shown below and will operate like invoices do (e.g. can viewed, opened and closed). New credits added to the account will be applied to the existing open credit note. If no open credit note exists, a new credit note will be created when a credit is added to the account.
Refunding Credit Notes
A refund button exists under credit notes to refund a whole credit note (where more than one credit exists). This allows bulk reversal.
Check box beside credit note to refund
Click Refund button below list
How Do I Assign a Template For a Credit Note?
Credit note templates are configured on the Setup tab under 'Invoice Credit Templates'. Credit Notes are assigned in Setup > Invoice Configuration just as invoice templates are.
Sample Credit Note Templates
See the article Credit Notes – Sample Templates.