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How do I add a Credit Note to a Bill ?
How do I add a Credit Note to a Bill ?

Learn how to add a Credit Note in a Bill.

Written by Joseph Godwin
Updated over a week ago

In hibooks you can add a Credit Note to a bill. It is also possible to add a Credit Note to a bill when creating a new Credit Note. Learn how to Create a Credit Note and how to Allocate a Credit Note.

How do I add a Credit Note to a Bill ?

  • You must first access the page by selecting Purchases from the side bar menu and then Bills from the drop-down menu.

  • You must then select the bill you wish to add a Credit Note to.

  • In the Bill Overview page, click on the button with three dots and then Add Credit Note.

Contact and Date

  • Contact : the contact selected is the same one as your bill.

  • Issue Date : the date that the credit note was issued to you. The Issue Date is already selected from your bill but you can change it.

  • Address : the address should correspond to your contact's information. You can change it by clicking on Edit Contact Details.

  • Document Number : the system automatically provides you with one but you can change it if you wish to as long as it is not already used.

  • Currency : the currency of the credit note. This cannot be changed.

  • Tags : you can add tags created in the system to your credit note.


  • Description : enter a description for the item. You can choose from an item you created in Items and Products.

  • Account : the account should be already selected from the one on your bill.

  • Unit Cost : the cost of the individual product or service. This is already indicated from your bill.

  • Quantity : the number of that product or service credited. This is already indicated from your bill.

  • VAT Rate : VAT rate for the credit note. This is already selected from your bill.

  • Add Item : you can create an another item in the credit note by clicking on Add Item.

Optional Information

  • Files : by clicking on this button you can attach files from your device which you want to link to the credit note for example a return note for goods sent back.

  • Comment : you can also add a comment which you feel is important to your new credit note like information on why the credit note was issued.

How do I Save the Credit Note ?

  • If you are happy with your Credit Note, you can click on Save & Approve and the Credit Note will be added to your bill.

  • If the information of the Credit Note is incomplete or if you want to finish it later, you can click on Save and you will find the Credit Note in drafts.

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