{"id":8499,"date":"2026-03-04T15:23:48","date_gmt":"2026-03-04T13:23:48","guid":{"rendered":"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/creating-a-credit-note\/"},"modified":"2026-03-04T15:23:48","modified_gmt":"2026-03-04T13:23:48","slug":"creating-a-credit-note","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.fi\/fi\/en\/kayttoohjeet\/creating-a-credit-note\/","title":{"rendered":"Creating a Credit Note"},"content":{"rendered":"\n

This guide explains how to create credit notes in SimplBooks and how to mark them as paid.<\/strong><\/p>\n\n\n\n

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Quick guide<\/div>
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  1. Open the invoice you want to credit under Operations<\/strong> > Sales Invoices<\/strong>.<\/li>\n\n\n\n
  2. Select Operations<\/strong> > Create Credit Note<\/strong> on the right.<\/li>\n\n\n\n
  3. Fill in the required details and save the credit note.<\/li>\n\n\n\n
  4. Mark both the original invoice and the credit note as paid on the same date.<\/li>\n<\/ol>\n\n\n\n<\/div><\/div>\n\n\n\n
    <\/div>\n\n\n\n
    \ud83d\udce2 Note!<\/strong> This guide covers how to create a credit note for a sales invoice. You can follow the same steps to create a credit note for a purchase invoice as well. <\/div><\/div>\n\n\n\n
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    <\/div>\n\n\n\n

    DETAILED GUIDE<\/h4>\n\n\n\n
    <\/div>\n\n\n\n
    <\/span>Creating a credit note<\/div>

    1. Select the invoice for which you want to create a credit note under Operations<\/strong> > Sales Invoices<\/strong>.<\/p>\n\n\n\n
    \"\"<\/a><\/figure>\n\n\n\n
    <\/div>\n\n\n\n

    2. Select “Create Credit Note<\/strong>” from the Operations menu on the right. <\/p>\n\n\n\n

    \"\"<\/a><\/figure>\n\n\n\n
    <\/div>\n\n\n\n

    3. Modify the details as needed.<\/p>\n\n\n\n

    \"\"<\/a><\/figure>\n\n\n\n
    <\/div>\n\n\n\n