Overview
Credit notes reduce the amount owed to a supplier or contractor, for example when a supplier issues a credit for returned materials or an over-billed amount. Create them from Finance > Bills or from within a job at Jobs > Job Financials > Bills, using the standard bill workflow.
ℹ️ For more information on bills check out this article Processing Bills
Creating a Credit Note
Navigate to Finance > Bills and click
or go to Jobs > select Job > Job Financials > Bills and click 
.Fill in the bill details: Choose Job or Not Job Related, Supplier/Contractor, Reference, Invoice Date, Due Date, QuickBooks Account, as you would with a standard Bill.
Under Edit Line Items, add a line item and enter either the Qty or Unit price as a negative quantity. This creates a negative amount for the credit.
Link the Credit Note to the associated Job's Costings. Choose
Tap the plus icon next to the line item and use the Link Budget Item menu on the right to link which cost item this is associated with.
Click Save and Close.
Approving and Syncing
Choose the Approve button (directly, or Needs Approval depending on your approval process). Once approved, it appears in the pending items to sync with QuickBooks. Choose 
in the top right. Then 
in the pop out menu.
Where Credit Notes Appear
Once reconciled in QuickBooks, the credit note shows up in two places:
Finance > Bills, under the Credit Notes tab, with the negative amount, supplier, reference, and linked job.
The job itself, in Job Financials > Bills, with a Credit Note status and negative amount.