Create a credit note

A credit note reduces what a customer owes — for a billing correction, a discount, or goodwill. mujez posts it against the receivable and can apply it to an invoice.

Intermediate4 steps~3 min

Before you start

A customer to credit.

Start a new credit note.

From Accounts Receivable, open Credit notes and choose "New credit note".

Choose the customer and, optionally, an invoice.

Link the credit note to a specific invoice for a correction, or leave it unlinked to credit the customer’s account.

Add a credit line.

Enter a description, the reason, the amount, and tax. Add more lines if needed.

Save the credit note.

The credit note is posted; if you linked an invoice, it reduces that invoice’s balance, otherwise it sits on the customer’s account.