Open the invoice to adjust
- Go to Finance > Finalized Invoices.
- Filter or search for the issued invoice that needs a credit.
- Open the invoice detail page.
Finance adjustments
Issue a Credit Note
Open the finalized invoice that needs an adjustment, select the remaining billable lines to credit, and issue the credit note from the invoice detail page.
Start the credit note
- Click Issue Credit Note on the invoice detail page.
- Enter the reason, amount, and issue date for the credit note.
- Select the line items being credited and enter the credit amount for each line.
Issue and review
- Submit the credit note from the modal.
- Review the Credit Notes section on the invoice to confirm the adjustment was recorded.
- Use the credit note print view when you need the document output.