How to issue a credit note

Step 1: Open the customer's Credit Bill

Open the customer's profile (from Customer Profiles) and go to the Credit Bill tab. Under Make a Payment, press Credit Note. Only admins see this button.

Step 2: Enter the credit

Type the Credit Amount and a Reason (for example Billing dispute or Goodwill adjustment), add notes if you like, and press Issue Credit Note. The customer's balance goes down by that amount.

Good to know

• A credit note is not a refund - no money is paid out. To give money back for a sale, use a refund.
• To give the customer credit to spend instead, use store credit.