Create a credit note
Reduce or cancel what a customer owes after an invoice has been sent.
A credit note corrects a sent invoice: a discount after the fact, a returned item, or a mistake in the price. The original invoice stays in your records.
Open the invoice’s More menu
On the invoice, click More and choose Create credit note.
Enter the amount to credit, or pick the items to credit, and add a reason. Northwind sends the credit note to the customer and lowers what they owe.
Good to know: If the invoice was already paid, the credit becomes a balance for the customer’s next invoice, or you can refund it.
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