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.


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.


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

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