Billing: -How can i refund credit from credit note preview on Invoicera?-(New Design)

Invoicera allows you to refund the credit received from your customer.

Step 1: Login to your Invoicera Account

Step 2: Navigate to the Credit Notes module under the Sales & Billing section from the left-side navigation menu.

Step 3: Credit Note

Step 4: Select the credit note which you would like to refund.

From the Action drop down, select “REFUND”.

Step 5: In the Credit Refund page, enter the method of refund, amount, reference # if any, date and you can also add some description for future reference.

Step 6: Click on Save.

The credit refund is successfully made.

Step 7: Credit Note will mark as closed

Updated on: 07/07/2026