You can create a credit note and send it to your client. It can be created from an invoice or you can create a brand new credit note on the website.
A credit note appears in the client statement and impacts your overall business balance and statistics. 

How to create a credit note from an invoice  

WEBSITE

  • Navigate to Documents - Invoices
  • Select an invoice to display a preview
  • Click on the Create button and select Create credit note
  • A new credit note with all information from the invoice will be created  
  • You can change the details according to your needs. It's not necessary to use negative values, Billdu will automatically do that for you 
  • Save when ready and a preview appears. Now you can add a payment to the credit note once you've returned the payment.

Note: The information about creating a credit note will appear in the Timeline. You can create multiple credit notes from an invoice.

MOBILE APP 

  • In the Documents section select Invoices
  • Select an invoice 
  • In the lower black bar select More
  • From a menu select Create credit note 
  • A new credit note with all information from the invoice will be created  
  • You can change the details according to your needs
  • Press Save 

Note: The credit note will appear among other invoices in the invoice list  

How to create a new credit note 

WEBSITE

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