How to Create a Credit Note Invoice

This guide provides a detailed, step-by-step walkthrough on how to create a credit note invoice. A credit note invoice serves as an official document used to correct, adjust, or reverse charges on previously issued invoices, helping maintain accurate financial records and clear communication with your guests.

Step by Step

1) Create an invoice for your booking as usual.

2) Click the three-dot menu on the invoice screen, then "Create Credit Note."

3) Remove all items except the one(s) you want to credit by clicking the trash bin icon on the right side of each item.

4) Adjust the total amount for the selected item(s) if necessary. 

Tip: Leave the amount as a positive value — there’s no need to enter a negative number since a credit note already represents a reversal of charges.

5) (Optional) To clearly differentiate the credit note from invoices, rename the Credit Note number to something like CN-1, CN-2, etc.

Note: Changing the numbering will pause automatic sequential numbering of invoices. You’ll need to manually update the invoice numbers for your invoices to restart the sequence.

6) Click "Create" to save the credit note, or "Create and Send" to save and email it directly to your guest.