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How do I make a credit note?
How do I make a credit note?
Corrie Hermans-Webster avatar
Written by Corrie Hermans-Webster
Updated over a week ago

You may discover that a sent invoice, or part of it, was wrong. In such a case, you would like to make a credit note.

In Rodeo, this can be easily performed.

To do this, you first go to invoices in the menu on the left-hand side of the screen.

Then, look up the invoice that you want to credit.

This can be done via the (search) filter.

When you have found the correct invoice, select the edit button.

In the window, select create credit note.

Rodeo will only make a copy of the final invoice with a negative (-) amount.

This can either be the entire invoice, or only the parts that you wish to credit.

Then, you can finalize the invoice and send the credit note. It also will be automatically sent to the link address so that the financial administration is both updated and corrected.

Attention: When you credit the entire invoice, do not forget to create another invoice with the correct information.

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