Issuing a Full Credit Note
This guide applies to situations where the entire invoice is unpaid and you want to create a credit note for it.
Steps to Create a Credit Note
Go to Sales → Invoices
Find the invoice you want to credit
Click the three-bar menu button next to the invoice
Select Create credit note from this
Enter the credit note date (the system suggests today’s date)
Should the credit note be linked to the original invoice in the ledger? Select Yes
Click Create credit note
The credit note is now created, and the open invoice is removed from the Unpaid tab.