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Credit Notes and Refunds

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    Credit Notes and Refunds

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      • Credit Notes and Refunds
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    How to Create a Credit Note (Mobile)


    1. 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.
    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 Invoice Credit option and enter the amount. The amount will be deducted from the total amount on the original invoice.
    3. Optionally, you can also add Notes.
    4. Tap on Save button.

    How to Create a Refund (Mobile)

    1. 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.
    2. 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.
    3. Click Save. Your refund will appear on the list.

    Invoicing for small business owners. Focus on running your business, not your accounting.

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