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# Billing: -How to create a Credit Note on Invoicera-(New Design)

**What is a Credit Note?**
A **Credit note** is a commercial document issued by a seller to a buyer[clients], stating that a certain amount has been credited to the buyer’s account.

Need to adjust/manage the payment received in advance from your customer in his future invoices? It’s very easy to keep a track of the credits received using Invoicera’s Credit Note feature.

**Step 1**: **Login** to your **Invoicera** account.
### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/login_u18qb3.png)

**Step 2**: Go to **Settings -> Add-ons**

### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/image_1m0jz90.png)

**Step 3**: Activate **“Credit Notes”** (They are not activated by default in your account).

### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/image_1ae4jff.png)

### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/image_h3xgjp.png)

**Step 4**: Go to **Billing -> Credit Note**

### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/image_bewsgc.png)

**Step 5**: Click on **“Create Credit Note ”**

### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/image_3fxhvr.png)

**Step 6**: **Enter** the required **Client information**

### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/image_kve3q7.png)

### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/image_1mr61y7.png)

You can add Taxes of any type, additional charges, if any. You can add Terms and Conditions and Invoice notes, if required.

You can also select or choose the template or customisation for credit note

### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/image_1n9xuen.png)

**Step 7**: **Click** on **“Send by Email”.**

A preview of your email will appear. You can edit the email content as per your requirement.

### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/image_ce72bl.png)

**Step 8**: **Click** on **Send**.