A Credit Note is a document issued by a vendor to a customer when goods are returned to the vendor after a sale.
- Create Credit Note
You can directly create a credit note from the Credit Notes module. Here’s how:
- Go to Sales > Credit Notes.
- Click the + New button in the top right corner of the page (or use c + n).
- Enter the customer and item details for which you want to create a credit note.
- Click Save as Draft or Save as Open.
- Convert to Open
If you have saved your credit note as a Draft, you can convert it to Open status to ensure that the credit note is active and shows up in your sales reports.
To mark a credit, note as open:
- Go to Sales > Credit Notes.
- Select the credit note in the Draft status which you want to convert to open.
- Click the Convert to Open button in the top right side of the page.
