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1 reply

Level 14
February 28, 2020

Hello Helen-Clark 

 

Welcome to the Community page, 

 

The way to create a credit note is the plus icon> under customer is credit note> it will open the credit note where you can fill out all the information and save. 

 

The way to link this to an invoice is, create the invoice>receive payment it will have the invoice ticked and scroll down it will have the credit note ticked as well>save and close and this will link them together.