Create partial credit note
- Navigate to an invoice from where you want to credit something and click Create credit in the Options panel.
- The "Create credit page opens. Deselect products that you don't want to credit. It is possible you deselect all products and add another product to credit in the next step.
- It's likely that you don't want to create balance payments immediately, for instance, because you deselected all products, or because you want to change the amounts. In this case turn off
- Click the Save button to create a new document. You are redirected to the new invoice. Assuming that you didn't copy any products in Step 2, the invoice will have no products.
- In the products panel click New to open the product edit screen
- In the New product screen you can add a product and set a negative amount. Click Save when you're done.
- The Products panel will now look like this.