Helpinvoices salesCredit Notes & Refunds
Credit Notes & Refunds
Issue credit for returns, overcharges, or goodwill.
beginner· 3 views· Updated 7/18/2026
A credit note reduces the amount a customer owes. Common uses include product returns, billing errors, and goodwill discounts. You can apply the credit to an open invoice, reducing its balance, or leave it as an account credit for future invoices.
Step-by-step
- 1Go to Invoices
Navigate to Invoices in the sidebar.
Go to Invoices - 2Select the Invoice
Choose the invoice you want to credit.
- 3Initiate Credit Note
Click on the Actions menu and select Credit Note.
- 4Choose Lines to Credit
Select full or partial lines to credit. Enter a reason in the required field.
- 5Decide to Apply or Hold
Choose Apply to reduce the invoice balance immediately or Hold to keep the credit for later use.
Was this article helpful?
Need more help?
Ask AkountFly — it can answer follow-ups AND read your live business data.