How to raise a credit note

Topic

A credit note reduces what a customer owes on an issued invoice — for a return, an overcharge or a goodwill adjustment. WorkshopMax credits against the invoice rather than paying cash back.

Instructions

1. 1
   Open the issued invoice you want to credit.

   You can credit any invoice that's been issued (not a draft).

2. 2
   Click Credit note.

   Add the lines and amounts you're crediting.

3. 3
   Save and review.

   The credit note gets its own number and shows against the original invoice.

4. 4
   If connected, it pushes to Xero.

   The credit note is created in Xero and allocated against the invoice there too.

Additional Information