Yes, we can add credit notes from a bundled invoice, esterna. I can share steps to ensure you can add credits to the sales entries created.
In QuickBooks, you can either make a credit note transaction and apply it directly to the invoice or create a custom credit service item to add them as a single line item on your sales entry. Doing so will help reduce the customer's current balances when invoicing.
If you've already created a bundled invoice, here's how to make a credit note:
Once done, you can refer to Step 2: Apply the credit note to an invoice outlined in this article: Create and apply credit notes in QuickBooks Online.
On another note, you can manually create a custom credit service item with a negative amount to directly apply it to your invoices. To do this:
Once ready, select the said item in your invoice, and enter a negative amount if you haven't set one. Then, you'll see the said amount once your invoices are saved.
Additionally, if you want to personalise your invoices, you can add specific customisations to these forms.
Moreover, you can run detailed reports to help you review your overall business finances.
I'll keep this thread available so you can always reply below for any additional queries when managing credit notes on your invoices. Stay safe and have a great day ahead!
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