Introduction to generating credit notes in thrive
When you need to refund a customer for an invoice, the easiest action is to use a credit Note. Thrive lets you quickly generate a credit note using the information from the original sales invoce. This guide will cover how to generate a Credit Note from your Invoice.
Table of Contents
- Introduction to generating credit notes in thrive
- Table of Contents
- Video walkthrough on how to generate credit notes
- How to generate a credit note from a sales invoice
Video walkthrough on how to generate credit notes
Note: If you’re looking for a guide on how to manually create credit notes, see How to Manually Create Credit Notes in Thrive
How to generate a credit note from a sales invoice
- Open the Sales invoice list.
- Open the overflow menu for a Sales Invoice, or use the Actions Dropdown when viewing a Sales Invoice.
- Click Generate Credit Note.
- Make any necessary edits to your Credit Note for crediting your customer, then click save.
- Your Credit Note will be created, with a link to the original Sales Invoice.
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