Credit notes and refunds
Reduce what a customer owes, or refund them.
- Open the approved invoice and select Create credit.
- Choose the lines to credit and the amount for each. You can credit one line or all of them.
- Approve the credit note.
Then either:
- Allocate it to an unpaid invoice for the same customer, or
- Refund it: record the refund date and amount. When the refund leaves your bank, match it on the bank line.
Credit notes reduce your sales and GST in the period they're dated, line by line with the right GST code.
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