Apply and Refund

A credit note ends one of two ways, and only one of them moves money.

A credit note is a balance in the customer's favour. It sits there until you either set it against something or pay it out.

Apply it to an invoice

1. Open the credit note

   Its unapplied balance is shown against the customer's open invoices.

   

2. Enter an amount against an invoice, and save

   That invoice's balance due drops. No money moves anywhere.

Or refund it

1. Record a refund against the credit note

   Enter the amount, the date and the account it is going out of.

2. Save

   Real money leaves. This is the deliberate one.