Create a credit note from an existing invoice
Mobile app
Go to Documents - Invoices
Tap the invoice you want to create a credit note for
Swipe up the action bar and tap Create credit note
A new credit note is created with all the invoice details pre-filled
Adjust any details if needed - you do not need to enter negative values; Billdu applies them automatically
Tap Save
The credit note appears in your invoice list.
Website
Go to Documents - Invoices
Click the invoice to open the preview
Click the Create button and select Create credit note
Adjust details as needed - negative values are applied automatically
Click Save
Once you have refunded the client, add a payment to the credit note to record the refund
Note: You can create multiple credit notes from the same invoice. Each creation is recorded in the document timeline.
Create a credit note from scratch (website only)
Go to Documents - Credit notes
Click New credit note
Select a client, add items, and fill in all details
Click Save
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