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.

Step 2: Go to Settings -> Add-ons

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

Step 4: Go to Billing -> Credit Note

Step 5: Click on “Create Credit Note ”

Step 6: Enter the required Client information

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

Step 7: Click on “Send by Email”.

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

Step 8: Click on Send.

Updated on: 29/04/2025