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You can generate credit notes for invoices in Firmhouse, either for the full amount or a partial amount.

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Fully credit a single invoice

To generate a credit note for the full amount of an invoice, you can do so directly from the invoice detail page.

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Steps

  1. Navigate to the invoice you want to credit
  2. Click the Create credit invoice button in the upper right corner
  3. Keep Full remaining amount selected
  4. Optionally add a note and select Create refund if you also want to refund the payment
  5. Click Create credit invoice
Invoice Detail with Create Credit Invoice Button

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Partially credit an invoice

If you only want to credit part of a paid invoice, you can select specific amounts from its line items.

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Steps

  1. Navigate to the paid invoice you want to partially credit
  2. Click Create credit invoice
  3. Select Partial amount
  4. Enter the credit amount for each line item you want to credit
  5. Optionally add a credit invoice note
  6. Click Create credit invoice
Create Partial Credit Invoice

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Refunding payments

If you are looking for information on how to issue refunds to customers, please see Issuing Refunds.