Company administrators, authorised finance staff and clients where indicated.
Find answers to common questions about CRMCEO. Available menus and actions depend on your plan, enabled modules, company settings and permissions.
How do I create a credit note?
For a paid invoice, use the invoice’s credit-note conversion action when available. The resulting record appears in Finance → Credit Notes. Review the customer and amount before converting.
Is a credit note the same as refunding money?
For: clients, company administrators and authorized staff.
No. The documented credit-note workflow records customer credit for a later invoice/payment; it is not an automatic cash refund. Handle any actual refund through your approved finance process.
Where can I review or export credit notes?
Open Finance → Credit Notes and view the relevant entry for invoice, customer, amount and status details. Use Export for an offline copy of the list.