How To Create Credit Notes and Refunds | EasyInvoice Tutorial : The Best Invoicing Software for Small Businesses

Support

How to Create a Credit Note (Mobile)

Go to More tab and open the Credit notes sub-tab. Tap either + icon in the bottom right corner or tap on Add Credit Note button.
On the Credit Note screen, choose the customer and the invoice that you want to create the credit note for. To issue a credit note for a partial amount, tap on Add Invoice Credit option and enter the amount. The amount will be deducted from the total amount on the original invoice.
Optionally, you can also add Notes.
Tap on Save button.

How to Create a Refund (Mobile)

To add a Refund, go to the More tab section, tap on Refunds sub-tab and either tap on the ‘+’ icon in the top-right corner or tap on Add Refund button. Choose the customer in the first input and the Invoice that you want to refund.
Once you add the Customer and the Invoice, you can add a custom refund.
Tap the plus icon where it says Add Invoice Refund and add your refund by filling out the Description and Price.
Click Save. Your refund will appear on the list.

FAQs View all

How can I get support if I need help using EasyInvoice? Show

If you need help, we have several options to meet your needs. Visit our Knowledge Center for tutorials and how-to articles. Or check out our video tutorials that cover the most frequently used EasyInvoice features. If you still can’t find what you’re looking for, you can contact us, and we will get back to you as soon as we can. If you need help on the web version click on the blue Need Help button on the right hand side of the screen.

How many businesses can I have? Show

You can have up to 3 businesses with each subscription.

How many devices can I have? Show

You can have as many iOS, Android, Windows or Mac devices as you need to run your business. An example might be to use a device for a salesperson to invoice orders whilst with a client. Another might be for your bookkeeper to create reports in his office. Each device can have full access and update capability, or restricted abilities depending on the function you assign to them – See FAQ 11 for instructions on how to register and use new devices. Also, see Add other Users, which explains how to share EasyInvoice with colleagues.

How many invoices and estimates can I create? Show

You will have unlimited transactions for anything in EasyInvoice.

Can I share my business data with my partner, salesperson or accountant? Show

You can share specific businesses with up to 6 other users. This may be useful for sharing your business with your accountant or a business partner to specify what they can see, and whether they are able to add-to or edit business transactions. See Sharing for details about how to do this.