Create a credit note

How to create a credit note to send to your customer.

Sometimes you may need to send a credit note to one of your customers.

How do I create a credit note in FreeAgent?

It's very simple.

Credit notes are created just like invoices in FreeAgent, except that you'd put the unit price in as a minus figure.

unit_price

It's also possible to use this method to add a discount or a credit to an invoice. But in order for FreeAgent to create a credit note, the overall total of the invoice must be negative.

If the overall total is negative, FreeAgent will head this document "Credit Note" and put the total amount as a minus, like this.

created_note

Once you've done that, you may want to net the credit note off against an invoice.

Did you find this article useful?

We're glad to hear that!

...and thanks for taking the time to feed back, it's appreciated.

We’re sorry to hear that. Would you like to...

Contact our support team

Our friendly, experienced support team are on hand to help - just email us at support@freeagent.com

Send us some feedback...

We'd love to hear your feedback about this article - please email details to support@freeagent.com