Create credit notes

How to create a credit note from an invoice or from scratch

Updated over a week ago

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.


Create a credit note from an invoice

MOBILE APP

  • In the Documents section select Invoices

  • Select an invoice

  • Swipe up the lower menu and you will find Create credit note there

  • A new credit note with all information from the invoice is 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


WEBSITE

  • Select an invoice to display a preview

  • Click on the Create button and select Create credit note

  • A new credit note with all the information from the invoice is 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 refunded/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

Create a new credit note 

WEBSITE ONLY


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