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A credit note is a document you send to your customer to correct a mistake on an order/invoice or to refund an amount paid for, e.g., returned products or unused services.There are two ways to create a credit note from an invoice. It's up to you which method you use, but if you are creating a partial credit note, we recommend the second method because you choose specific lines from your invoice. From the blue button New invoiceGo to Sales > Invoices, click the arrow on the blue button and choose New credit note. When creating a new credit note, the invoice date is set to the current date (this can be changed). When you choose a customer, the invoices created for that customer can be chosen in the field Invoices. If you write a description, it will appear as text on the credit note. Click on Create. Directly from the invoice linesOpen an invoice where you can access the invoice lines. Tick the boxes of the lines you want to use in a credit note and click the Action button.A warning box will appear to ask if you are sure you want to create a credit note for the selected invoice lines. Click on Create. When you have created the credit note, it is shown as a draft, and it's important to note that it is not yet booked. You can now book the credit note or book it and send it to the customer. Go to the blue button on the top right to Book or Book and send.  When you have booked the credit note created from an invoice, the invoice status will change to Paid. This means the invoice and credit note are matched, and the due amount will be 0.00.Read moreCreate new invoice