Creating a New Credit Note

You can create a credit note from three different places within Zoho Billing.

IN THIS PAGE…

From the Credit Notes module
From the Invoice module
From the customers module

From the Credit Notes module

Navigate to Credit Notes.
Click the + button adjacent to Credit Note or click + New on the top right corner.
Enter the details of the credit note in the creation form.
Click Save as Draft to save the credit note as a draft.
You can also mark the Credit Note as Open by clicking Save as Open

From the Invoice module

You can also create a credit note directly from an invoice in the name of the customer you want to issue those credits for.

Navigate to Invoices.
Go to the invoice of the customer for whom you want to issue credits.
Click More and select Create Credit Note.

Alternatively, you can also create a credit note by just clicking + New drop down on the top right corner and selecting New Credit Note.

From the Customers module

Credit notes can also be created by selecting a customer from the Customers tab. Select New transaction > Credit Note and proceed to create the credit note.

Credit Notes Create from Customers Module

You can view and edit these credit notes anytime by clicking Edit.

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