Save for Later
This guide was created with Scribe in
30 seconds.
Sign in and create your own!
How do I create and manage credit notes in Zoho Books?
If you are a business owner or accountant, you may need to create and manage credit notes in Zoho Books in order to keep track of customer refunds, returns, and other adjustments to invoices. Credit notes are important for maintaining accurate financial records and ensuring that customers are properly credited for any adjustments. Knowing how to create and manage credit notes in Zoho Books can help you stay organized and ensure that your financial records are accurate.
Grace Everwood
|
0 step
|
30 seconds
Zoho
1
Go to [https://www.zoho.com/books/](https://www.zoho.com/books/) and log in to your account.
2
Click the "Sales" tab on the left side of the page.
Zoom Saved
3
Click the "Credit Notes" tab.
Zoom Saved
4
Click the "Create Credit Note" button.
Zoom Saved
5
Select the customer from the drop-down menu.
6
Enter the credit note date.
7
Enter the credit note number.
8
Enter the credit note amount.
9
Select the payment mode.
10
Enter the reference number.
11
Enter the description.
12
Click the "Add Item" button.
Zoom Saved
13
Select the item from the drop-down menu.
14
Enter the quantity.
15
Enter the rate.
16
Enter the discount.
17
Click the "Save" button.
Zoom Saved
18
Click the "Send" button to send the credit note to the customer.
Zoom Saved
19
To manage credit notes, click the "Credit Notes" tab and view the list of credit notes.
Zoom Saved
Was this Scribe helpful?
Save this document for future reference.
Save for Later
Have something to say?
Create an account to leave messages for the author to see!
Create an account
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe