Credit Notes and Refunds

How to Create a Credit Note (Mobile)

1. Go to Sales and open the Credit notes section. Tap the ‘+’ icon in the top right corner.
2. 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 customer account credit and specify the item that your customer has paid for or add a one-time item. The amount will be deducted from the total amount on the original invoice.
3. Optionally, you can also add Notes. Tap Add file to add a photo or a document to your estimate. Then, select it from your library. Tap Save.

How to Create a Refund (Mobile)

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