You can now create, send and export a credit note in the same way that you would an invoice. On the invoice’s screen, select ‘New Invoice’ and select ‘Credit Note’ from the dropdown list. Add items to the credit note as you would for an invoice. The values are not negative on this screen but the total is negative on the invoices list screen.

Also, you can now input a supplier’s credit note on a purchase order.  In the purchase order edit screen, click on ‘Create Supplier Credit Note’. You need to already have a supplier’s invoice entered against that purchase order.

Both types of credit note will export to QuickBooks and Xero if you have connected to them.