How to create a Credit Note in Uku
TL;DR: Open the invoice you want to correct, click the three-dot menu, and select Credit Note. Uku generates the credit note automatically. You can also customize the credit note prefix in Settings.
Who can do this
Team members with billing permissions
Requires an existing invoice to generate the credit note from
When to use a Credit Note
Credit Notes are used to correct or adjust an invoice that has already been issued. Common reasons include billing errors, partial refunds, or service adjustments.
Create a Credit Note from an invoice
You can access the invoice from two locations:
Option A: From the Billing section
Open Billing from the main menu.
Find the invoice you want to correct.
Click on the invoice to open the invoice view.
Click the three-dot menu on the invoice.
Select Credit Note.
Uku generates the Credit Note automatically.
Option B: From the Client Card
Open the Client Card for the relevant client.
Select the Billing tab.
Find and open the invoice you want to correct.
Click the three-dot menu on the invoice.
Select Credit Note.
Uku generates the Credit Note automatically.
Customize the Credit Note prefix
If the default Credit Note prefix does not suit your needs, you can change it in billing settings:
Navigate to Settings from the main menu.
Open Billing.
Select Settings.
Update the Credit Note Prefix field to your preferred format.
Save your changes.
Tip: The Credit Note prefix applies to all future credit notes. Existing credit notes retain the prefix they were created with.
Troubleshooting
Credit Note option is not visible in the three-dot menu: Verify that you have billing permissions. If the invoice has already been credited, the option may be hidden. Check whether a credit note already exists for the invoice.
Credit Note has the wrong prefix: The prefix is set at creation time. To use a different prefix, update it in Settings > Billing > Settings before generating the next credit note. Existing credit notes cannot be changed.
Cannot find the invoice to credit: Use the search and filter options in the Billing section to locate the invoice. You can also access it through the client's Billing tab on their Client Card.
