Create a credit note

Create a customer credit note with its own date, currency, reference and item totals.

Before you start

• Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.

Follow the steps

1. Open Credit notes and choose New credit note. Select Customer and any linked Project.
2. Review Date, credit-note Number, Currency and Reference number.
3. Add the credited item descriptions, quantities, rates and tax settings.
4. Review Discount type, discount, Adjustment and the final credited amount.
5. Complete Admin note, Client note and Terms, then save. Use the separate credit-allocation or refund workflow only when you intend that next action.

Check the result

• The saved credit note shows the correct customer, currency, item rows and remaining credit. Creating it does not automatically prove that money was refunded.

If something is different

An option is missing

Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.

A field will not save

Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.

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