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Credit notes

Issue credit against an invoice.

A Credit Note records credit owed to a customer (for returns, overcharges or adjustments) that can be applied against invoices.

Create a credit note

  1. Open Credit Notes and create one.
  2. Set the Credit Notes Number, Credit Notes Date and a Credit Reference Number.
  3. Add the items/amounts and Credit Amount.
  4. Save; use Adjust Credit Amount to apply it where relevant.
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