Issuing a credit note

Issuing a credit note allows you to write off all of part of an invoice that you’ve already sent to a client. Note that this is different to issuing a refund, as that’s giving back money you’ve already been paid.

To issue a credit note:

1. Go the relevant sale in Light Blue.
2. Click the “Issue Credit” button.
3. Light Blue will create a new sale record for the credit note (because a credit note is effectively a negative invoice), set the amount to the unpaid amount of the original invoice, and use that credit to cancel the unpaid amount of the original invoice.