Credit Notes

Credit Note is a document given by the seller to their customer to denote the amount of money they owe to that particular customer. 

Understanding Credit Notes

Credits in Zoho Billing represent the money that you owe your customer. A credit note is issued in the customer’s name in order to keep track of the debt until it’s paid off. The debt remains until it’s refunded or subtracted from the next invoice, which you send to your customer. 

Creating a Credit Note

Learn about creating credit notes from various modules in Zoho Billing.

• Creating a new Credit Note

Closing a Credit Note

Know the ways by which you can close a credit note.

• By Applying to Invoice
• Refund

More with Credit Notes

Know about the other actions that can be carried out in the Credit Note module.

• More with Credit Notes

Managing Credit Notes

List the credit notes based on your preference.

• Filter Views
• Custom Views

Credit Note Preferences

Configure Credit Note Preferences

• Terms & Conditions and Customer Notes
• Custom Fields

Credit Note Details Report

A consolidated view of the credit notes available in the system

• Credit Note Details report

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