Learn how to create a credit note from scratch.

1. On the Invoices page, click the arrow next to Create, then click Credit Note.
2. On the pop-up, select Other (e.g. rebate), then click Continue.
3. In the General Info section, select a supplier and enter a number for the invoice in the Invoice # field.
4. In the Bill To & Ship To section, select a Chart of Accounts from the dropdown. Click the Choose an Address icon in the Ship To field, then click Choose in the Action column of the address' row.
5. In the Supplier Info section, click the Choose an Address icon in the Remit To field and click Choose in the Action column of the address' row, then click the Choose an Address icon in the Ship From field and click Choose in the Action column of the address' row.
6. In the Lines section, enter the line item details:
   • For products, select Qty from the Type dropdown, then enter the description, quantity, unit of measure, and price. The quantity should be negative and the price should be positive.
   • For services, select Amt from the Type dropdown, then enter the description and price. The price should be negative.
   To add a line item to the credit note, click Add Line.
7. If the invoice includes line items that may be taxedat different rates, select Line Level Taxation.
8. Click Calculate Taxes.
   Tax amounts calculated by Global Tax Determination are displayed next to a calculator icon.
9. Click Submit.