🎥 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.
Was this article helpful?
How can we improve this article?
Please submit the reason for your vote so that we can improve the article.
Table of Contents