Follow the steps below to copy your Invoice to Credit Note.

1. Navigate to Sales -> Invoice -> and click on View.

2. Click on the Copy to Icon -> Copy to Credit Note.

3. The New Credit Note windows appear. Review and Update the information if needed.

4. Scroll down to the Item Section. Check and review the Credit Note information.

5. Next, scroll down to the Credit to Invoices section, and Tick the Invoice to knock off.

You can select the relevant invoice or proceed without selecting if it is an outstanding credit.

6. The Apply Amount will automatically be filled for you. You can update the amount if needed.

Note: Apply amount cannot be more than the Credit note amount.

8. Once done, click on Save.

Notes:

You can also refer to this article to Copy your transaction below: