An introduction to credit notes

Most companies that sell goods will at some point have to deal with returns.

When a product is returned you can issue a credit note for the customer with a few clicks of your mouse.

  1. View the sales order in question
  2. Click on the "return items" link
  3. Enter the amount returned next to the product(s) in question
  4. Click the submit button

By default the "Create credit note" check-box is checked. Leaving this checked will create a corresponding credit note for the customer.


You can email the credit note to the customer the same way as you send quotes and invoices.

You can also send the credit note to Xero