If you issue a credit to a customer, you may create a credit note for the amount, which is then applied to an invoice, reducing the balance due.

Learn how to:

• Create a credit note.
• Credit note number settings.
• View credit notes.

Create a credit note

To record a credit note, do the following:

1. Click Sales > Credit Notes in Flare's main menu (1 and 2 below).
   
   
   
   
2. Click the Create Credit Note button (3 below).
   
   
   
   
3. Select a customer (4 below) and select the customer's invoice to credit (5).
   
   
   
   
4. Enter / select the item information, including product name, description, quantity and unit price. The resulting total is the amount by which the invoice will be credited.
   
   
5. Enter an optional internal note (7).
   
   
6. Click the Save button (8).

Effect of creating a credit note

1. Click Sales > Invoices in Flare's main menu (1 and 2 below) and click the Invoice # link (3).
   
   
   
   
2. The invoice details show the original invoice amount (A below), the credit note that reduces the amount due (B) and the new Total Due (C).
   
   

Credit note number settings

Credit note numbers are generated and incremented automatically (starting at "CR-000001") and use the prefix "CR-". By default, credit note numbers have no suffix. The credit note number scheme, prefix and suffix can be changed in credit note number settings.

To change credit note number settings, do the following:

1. Click Sales > Credit Notes in Flare's main menu (1 and 2 below).
   
   
   
   
2. Click the Create Credit Note button (3 below).
   
   
   
   
3. Click the credit note number settings gear icon (4 below).
   
   
   
   
4. Change the credit note number prefix (5 below). Change the credit note number (6 below). If "Auto-generate credit note numbers" is checked, Flare will increment the next credit note number. Enter a credit note number suffix (7 below).
   
   
   
   
5. Click Save (8 above).

View credit notes

To view a list of credit notes, do the following:

1. Click Sales > Credit Notes in Flare's main menu (1 and 2 below).
   
   
   
   Flare displays all credit notes you've created.
   
   
2. Check a checkbox beside a credit note or notes to take an action (see the key to action icons below).

Credit note action icons key

1. A credit note. Select one or more to perform actions by clicking action icons located above the credit notes table.
2. Email selected credit note.
3. Edit selected credit note.
4. Print selected credit notes.
5. PDF selected credit notes.
6. Delete selected credit notes.
7. Export selected credit notes as CSV, XLSX/XLS.
8. Search for credit notes using search filter criteria.
9. Create a new credit note.

Click a credit note row (1 in the image above) to view credit note details.

Learn more

• Edit or delete a credit note.