Create a credit note

Check the original invoice

Open the issued invoice and check its customer, invoice number and total. AirBill’s credit action creates a full credit note; it is not a form for an arbitrary partial amount.

Credit the invoice

Choose Credit invoice, or the credit action in the menu, when available. Read the confirmation that the full invoice will be credited before continuing.

AirBill then opens the credit-note confirmation. Check the new document and its connection to the original invoice.

Share the credit note

A credit note is a separate document. Use its send or share actions to deliver it to the customer. Creating it does not mean an email has already been sent.

Creating a credit note does not make a bank refund. If the customer already paid, handle any refund separately and agree its treatment with your accountant.

The credit action is missing

Drafts, credit notes themselves and already-credited invoices do not have the same actions as a regular issued invoice. Check the status first.