How to Manage Credit Notes
The Credit Notes page lets you view, edit, and track all credit notes issued to clients.
Viewing Credit Notes
Navigate to Credit Notes in the sidebar. You'll see a list of all credit notes with their client, amount, date, and status.
Credit Note Statuses
- Draft — Created but not finalized.
- Open — Issued and active.
- Closed — Fully applied or resolved.
Editing Credit Notes
Click on a credit note to view details, then click "Edit" to update line items, amounts, or notes.
Generating PDFs
Click "PDF" to generate a downloadable credit note document, similar to invoice PDFs.
💡 Tip:
Credit notes are reflected in your financial reports. They reduce the total revenue figures for the affected client and period.