What is a Credit Note?
A credit note is a commercial document issued by a seller to a buyer[clients], stating that a certain amount has been credited to the buyer’s account.

Need to adjust/manage the payment received in advance from your customer in his future invoices? It’s very easy to keep a track of the credits received using Invoicera’s Credit Note feature.

Step 1: Login to your Invoicera account.

Step 2: Go to Settings -> Apps

Step 3: Activate “Credit Notes” (They are not activated by default in your account).

Step 4: Go to Billing -> Credit Note

Step 5: Click on “Credit Note +”

Step 6: Enter the required Client information

You can add Taxes of any type, additional charges, if any. You can add Terms and Conditions and Invoice notes, if required.

Step 7: Click on “Send by Email”.

A preview of your email will appear. You can edit the email content as per your requirement.

Step 8: Click on Send.

In case the article was not able to help you with your queries, please click here to raise a support ticket to our Customer Delight Team.