Credit Notes

Create and manage credit notes tied to invoices.

• Reverse or adjust customer balances
• Track status, tax treatment, and payment impact
• Prepare and send credit note PDFs

🗃️ Invoices

2 items

📄️ Credit Notes

Create and manage credit notes tied to invoices.

📄️ Proforma Invoices

Create and send proforma documents before final invoice issuance.

📄️ Orders

Sales orders capture pre-invoice commitments from customers.

📄️ Quotes

Quotes help teams send structured offers before closing a sale.