Is there a short cut to creating a credit note for a customer invoice or does it have to be created manually? Thanks Stephanie

Hello Accounts249, 

Welcome to the Community page,

There Is no short cut to creating a credit note, it would be a case of creating it manually and then linking it to the invoice on the received payment section. 

To create a credit note is plus icon>under customer credit note> put details in for create note and save.