How to convert an invoice into a credit note?

To convert an invoice into a credit note, please follow the steps below:

  1. Go to your Sales module.
  2. Click on the Invoices tab (at the top of your screen).
  3. Select the Invoice you want to convert into a credit note.
  4. A new window will appear. In the Actions dropdown menu, choose the option “Convert to”, then click on “Convert to Credit Note”.