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How to create a credit note from a specific invoice.
How to create a credit note from a specific invoice.

Describes how to quickly create a credit note for a specific invoice. This is handy if you need to reverse (void) a sale.

Chris Minassian avatar
Written by Chris Minassian
Updated over 3 years ago

To create a return/create a credit note from a specific invoices detail view follow the below instructions. This is specifically handy if you need to reverse (void) an entire sale.

  • From the BusinessMind home page click on the Sales link.

  • From the Sales Home page locate the View Invoices section and search for the invoice you want to create a credit invoice for.

  • Click on the invoice to open the invoice detail view.

  • Click on the gear icon and choose the create credit note option.

  • This will create a credit note and populate it with all items from that invoice.

  • You can now modify any info if needed and then Click the save button to save.

Did you know: You can also create a credit note for specific items http://help.dcit.com/en/articles/1742343-how-to-create-a-credit-note-return-from-the-back-office

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