In Amberlo, a Credit Note is a negative invoice. Credit Notes are used to cancel out duplicate invoices or to credit clients for incorrect invoices.
You can apply a credit note on an Invoice. The Invoice must be 'Approved' in order to apply a 'Write-Off' or 'Credit Note'.
- Locate and view the Invoice that you want to apply a Credit Note on;
- Click "+" to add a credit note
- Enter any applicable information. If you want to change the name to someone other than the person listed in the Invoice by field, just enter the name of the person you want to address the credit note to.
- Click Create credit note
Once you’ve created and saved your credit note, you’ll see this appear in the Invoice list.
We hope this will help to start using it smoothly. If you have any questions or feedback, please feel free to contact us via firstname.lastname@example.org. We are always happy to hear from you!