Credit a customer back
Raise a credit note when a job shrinks or the customer changes their mind.
What this is for
A credit note is how you give money back on paper. It goes to your accounting software as a real credit note — not an invoice with a minus sign — and it puts the credited items back on the job so they can be billed again if the work returns.
Step by step
- 1
Open the job and go to the Accounts tab.
- 2
Start a new invoice and choose Credit as the kind.
- 3
Enter the amount you're crediting and send it to your accounting software as usual.
Tips & gotchas
- A credit note ignores the job's billing strategy — you can raise one whether the job was billed as a deposit, in stages, or all at once.
- Crediting an item puts its balance back, so the item can be invoiced again later.
- A credit note is paperwork only. To send the money back to a card, use Refund a customer.