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  3. Finances: Payments, Reports, CIS, VAT Returns

How Do I Add a Credit Note?

  • Locate the invoice you would like to apply a credit note against.
  • 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 will appear on the Project Timeline for ease of record keeping.