Showing results for 
Search instead for 
Did you mean: 
Got a question? Ask it in our drop-in session here - Drop-in session
Level 1

Credit Notes

For various reasons, an invoice will sometimes be incorrect and an equal and opposite credit note will need to be issued - QBO does not allow the conversion of an invoice into a credit note with the exact same details!  Has anyone found a way around this problem or is it necessary to manually enter the same details (on the invoice) into a blank credit note form?  Many Thanks  Barrie ([email address removed])

Level 6

Credit Notes

Hi @DavidCB1971 


If the customer is amenable & the invoice has not yet been filed (for VAT) you could always amend & re-send the invoice.


There is no way (I will stand to be corrected) to auto-fill a credit note from an invoice.

The quickest way (if using on a desktop browser) is to have two windows/tabs open at the same time - one showing the invoice & the other showing the credit note - simply copy/paste from invoice to credit note.


(QBO allows multiple tabs open as you aren't trying to save the same thing from different tabs)


Hope this helps.

Need to get in touch?

Contact us