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The Credit Notes tab of the Client window displays Credit notes for the currently selected client.
The New button opens the New Credit Note window, where a new credit note can be created. Credit notes must be linked with an invoice when created.
The Edit button opens the Edit Credit Note window, where the details of the currently selected credit note can be edited.
The Delete button deletes the currently selected credit note.
Refunds can later be linked to Credit notes to fully or partially settle them.
Credit notes linked to a Paid invoice or to at least one refund can not be edited.
Credit Note Statuses
Credit notes can have one of four statuses:
Closed - the credit note is linked to an invoice with enough unlinked value to cover it completely.
Awaiting payment - the credit note has due balance and has not been linked to a refund.
Partially paid - the credit note has been linked to a refund but still has due balance.
Fully paid - the credit note is linked to an invoice and it's value is fully covered.
Filter
Use the Status filter drop-down list to display only credit notes with a specific status (Closed, Awaiting Payment, Partially Paid, or Fully Paid).
See also:
