Can I generate a credit note from an existing invoice, as was possible in QB Desktop?

Hi there, Egbert. To apply a credit note to your existing invoice, you can manually create a credit note with the same details as the original invoice.

Here's how:

1. Go to + Create.
2. Under Customer, select Credit note.
3. Fill in the necessary info.
4. Click Save once done.

If you want to quickly copy information from an invoice to a credit note, duplicating your tab is the most efficient method.
 

For additional questions, you can leave a comment below.