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How Can I Add a Credit Note?
How Can I Add a Credit Note?

Add Credit for a Booking - How do I add a Credit Note to an Invoice? - Is there a way to add a Credit Note? - Create a Credit Note - raise a credit invoice

Updated over 2 weeks ago

Although there is currently not a specific feature for Credit Notes, you can create them by adding a negative dollar amount Menu Item to an Invoice:

  1. In the Booking Summary, click the Invoices tab

  2. Click New Invoice

  3. Click Add Item

  4. You can then add a new item (you can name the item "Credit Note") and enter a negative dollar amount.

For accurate reporting, it’s recommended to create a dedicated Revenue Category for credits. This ensures that credits are properly categorized and reflected in your financial reports.

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