# Creating a credit note

Invoicing · Updated: 2024-02-05 · Bas Software
Web version: https://www.bas.software/en/help/invoicing/creating-a-credit-note

1. To create a credit note, go to the invoice you want to credit in full or in part. You can do this via Finance or via Customers.

![Screenshot of: To create a credit note, go to the invoice you want to credit in full or in part. You can do this via Finance or via Customers.](https://www.bas.software/images/help/8145777-1.webp)

2. Once you've found the invoice, click "Create credit invoice". For some invoices, this may also be found under the "more actions" button. This depends on the status of the invoice.

![Screenshot of: Once you have found the invoice click on ](https://www.bas.software/images/help/8145777-2.webp)

3. Tick "Process credit invoice as payment" if the customer hasn't paid yet.

![Screenshot of: Tick ](https://www.bas.software/images/help/8145777-3.webp)

4. Click "Create credit invoice"

![Screenshot of: Click ](https://www.bas.software/images/help/8145777-4.webp)

5. Click this icon. Now change the invoice layout to "Credit invoice".

![Screenshot of: Click this icon.](https://www.bas.software/images/help/8145777-5.webp)

6. You can create this template yourself. For an explanation, see: "Everything about the basic settings of Bas" then "Administration settings" and "Creating or editing quote and invoice templates"

![Screenshot of: Now change the invoice layout to ](https://www.bas.software/images/help/8145777-6.webp)

7. Process the invoice now like any other.

![Screenshot of: Process the invoice now like any other.](https://www.bas.software/images/help/8145777-7.webp)

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