How to Generate Credit notes from Sales invoices in Thrive

How to Generate Credit notes from Sales invoices in Thrive

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

Video walkthrough on how to generate credit notes

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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

  1. Open the Sales invoice list.
  2. Open the overflow menu for a Sales Invoice, or use the Actions Dropdown when viewing a Sales Invoice.
  3. Click Generate Credit Note.
  4. Make any necessary edits to your Credit Note for crediting your customer, then click save.
  5. Your Credit Note will be created, with a link to the original Sales Invoice.
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