How do I create a credit note?

Create a credit note

1. Go to Financial
2. Click on Invoicing
3. Find the invoice for which you want to create a credit memo
4. Select the relevant invoice
5. Click the three dots (more options)
6. Choose Copy

7. Next, select the Credit Note option
8. Click Save
9. Send the credit note via email or Peppol if desired

💡: Always check the details on the credit memo before sending it. If necessary, adjust the description or the amount before saving.