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Articles in this section
  • How do I quickly identify credit notes in my main invoice list?
  • Can I mark a credit note as "Paid"?
  • How do I finalize a proforma credit note?
  • Can I change the VAT rate on a credit note?
  • How do I add products or services to be credited?
  • What dates need to be set for a credit note?
  • How do I specify a different construction site address for the credit note?
  • What is a "Proforma Credit Note"?
  • How do I create a new credit note?
  • How do I send the invoice to the customer?
  • See more

How do I finalize a proforma credit note?

Jonathan Pauwels
February 03, 2026 06:17

Open the proforma credit note in View Mode and click the "Generate invoice number" button. A dropdown will also give you options to Send by email, Print, or Export PDF once finalized. 

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