Documentation: Quickest Accounting
Go to Billing | Payment > List > then choose the invoice for which you want to create a credit note.
When the page opens, click on the ‘CREATE CREDIT NOTE’ tab as show in the picture below:
On the next page, below ‘Credit note to correct invoice…
a) select ‘Create Credit Note with lines from the origin invoice [see number 2] – VERY IMPORTANT
b) Enter the day
c) Payment Terms
d) Payment Type
scroll down then click ‘Create Draft’
see picture below:
On the next page click on ‘Validate to complete.