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Credit all or part of an Invoice

Credit All or Part of an Invoice

Creates a credit note against an existing sales invoice. Use this to reverse an entire invoice or credit specific line items.

How It Works

  1. Find the invoice in Customer Transactions
  2. Click Credit on the invoice line
  3. Adjust quantities to credit (defaults to full amounts)
  4. Check Return to Stock if items are being returned to inventory
  5. Click Process Credit Note

Partial Credits

  • Reduce the quantity on individual lines to credit only part of the invoice
  • Each line can be partially credited independently
  • Tax is recalculated based on credited amounts

See Also