In Manage Invoices, open the … menu on the invoice and choose Create Credit Note. Exacc copies the invoice's lines as credits; adjust them to what you are crediting and click Save & Post. To use the credit, record a payment for the customer and allocate the credit note against their invoice.
1. Create it from the invoice
Open Business › Sales › Manage Invoices, find the invoice and choose …› Create Credit Note. A draft credit note opens with every line of the invoice as a negative amount.
2. Adjust the lines
Keep, change or remove lines so the credit note shows only what you are crediting. Amounts stay negative. Add a note in Private Note if you want a record of why.
3. Post it
Click Save & Post. (Save as Draft keeps it to finish later; the draft already exists, so delete it if you change your mind.) The credit note summary opens.
4. Send it to the customer
On the summary click Send As E-Mail, or download the PDF.
5. Apply the credit
Click Create Payment for Invoice on the summary, or open Business › Sales › Payment and choose the customer. The credit note shows in the list with a negative amount.
To simply offset it against an invoice, leave Amount at 0, click Pay on the credit note row and on the invoice row (or Allocate in Order), choose a Method and Account, and Save. If the customer also pays the rest, enter that as the Amount.
Finding credit notes
They are listed with invoices in Manage Invoices (Type shows Credit Note). A credit note is Draft or Finalised; what is left of it shows as its due amount.
On the mobile app
Tap a finalised invoice in the Invoices tab and choose Create Credit Note, edit it and Save & Post. On the credit note, Payment records a quick payment against it.
Questions
Can I refund the customer from a credit note?
There is no refund button yet. Talk to your accountant about how to record a refund in your books.
Related guides
Checked against Exacc on 29 September 2026. Machine-readable version