The screen will update to show a draft credit note. A new ‘INV’ number will be created. Check details and click ‘Approve Credit Note’:
You will now see a row of additional options at the top of the screen. Click ‘Export’
The following example if from Xero. In Xero, go into ‘Awaiting Payment’:
Click on INV000074 to open it. From here you can email or print a copy of the credit note:
Sample credit note: