An introduction to credit notes
When a product is returned you can issue a credit note for the customer with a few clicks of your mouse.
- View the sales order in question
- Click on the "return items" link
- Enter the amount returned next to the product(s) in question
- Click the submit button
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