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AllTask
Invoiceshow toFor admin · manager · team-member · Updated 2026-09-16

Applying a Credit Note

Reduce or correct an invoiced amount in AllTask when the billing needs adjusting.

invoicescredit noterefundcorrectionbilling

Use a credit note when an invoice amount needs to be reduced — for example a partial refund, a pricing correction, or a payment applied against the wrong invoice.

  1. 1Create a credit note

    1. 1.Open the invoice.
    2. 2.Use the credit note action (Add Credit Note).
    3. 3.Enter the amount and the reason.
    4. 4.Save — the credit note is recorded against the invoice.
    Result: The invoice’s outstanding balance is reduced by the credit note amount.

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