• Go to the Project you'd like to add the credit note to.
  • Select the blue circle pencil icon on the invoice you'd like to credit
  • ¬†Select the blue "+ Options" icon on the top right¬†
  • Select "Credit" from the drop down menu.
  • From here you can choose an amount or percentage to credit, leave yourself a note as to why, and send the credit note to the customer.¬†

When you return to the project you will see the credited amount will have been removed from the invoiced total and a note on the Project Timeline for ease of record keeping.

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