The New/Edit Credit Note dialog is where you fill in the details for a credit note. To open this dialog, click the Credit Note menu item in the Sales menu

Create From

To create a new credit note from a previous invoice, or draft credit note, select the type from the drop-menu to open the invoice list, sort draft credit notes list. Click the invoice, or credit note you need, then click Select to fill the details in on the new credit note.

Credit Note Customer

Either type the name of the customer, or use the drop menu to select a previous customer. Adding a new customer into this field will create a record for that customer, which you can complete later with their contact details from the Customer List.

Customer Address

Enter the customer address.


Select the Credit Note date.


Enter the salesperson for this credit note, or choose one from the pull-down list.


This field displays the invoice to which this Credit Note has been applied.


Select any special sales tax option, e.g., if this is a special customer who is sales-tax exempt (for example a foreign customer).

Deposit Account

Select a deposit account for the transaction from the drop-down menu.

Credit Note Items

This is the list of items on the credit note. Click on the Add button to add a new item, then click within the Item or Description cells to access a drop-menu where you can select an item, or type the name of a new item. New items will automatically be added to the Items List. Change the Quantity or Unit Value by typing in a new value. Remove an item by clicking the 'trash' icon at the left of the item entry.

Add Discount

Click the Add Discount button to apply a discount either to all items, or to a line item. See the Apply Discount help topic for more information about discounting.


These notes are printed on the bottom of the Credit Note.

Private Comments

These are notes for internal use only they are not printed on the Credit Note.


This is the sales tax and total display. If you think the sales tax calculation is wrong, please see the Tax tab of Options.


Click on this button to view options for Recording a Credit Note. Click on the pull down list and select an action. You can Record and Print, Record and Fax, or Record and Email. You can also select to Record Only, Save as Draft or Preview the Credit Note.