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# How to create a Credit Note on Invoicera?

**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/fbd301f55ae1b800/41_10ztrzf.png)

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


### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/42_11lukj2.png)

### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/screenshot-from-2023-03-21-08-_1kj5gdy.png)

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


### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/44_16sgeuj.png)


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


### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/45_glg8mn.png)

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


### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/46_1276lwt.png)



### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/47_2vyh2t.png)

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

**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/fbd301f55ae1b800/48_1jh82kv.png)

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