> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yorlet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Credit notes

> Learn how to manage credit notes on Yorlet.

export const OverflowMenu = () => {
  return <span>overflow menu (•••)</span>;
};

Credit notes are a way to adjust the amount owed by a customer. You can create a credit note for an invoice to adjust the amount owed by a customer.

## Create a credit note

To create a credit note, follow these steps:

1. Navigate to the invoice for which you want to create a credit note.
2. Use the <OverflowMenu /> and select **Issue credit note**.
3. Select the **Reason** for the credit note. You can choose from **Duplicate**, **Fraudulent**, **Order change**, **Product unsatisfactory** or **Other**.
4. Use the **Credit amount** field to adjust the amount of credit to apply to each line item. The **Amount remaining** field shows the remaining amount that can be credited.
5. The **Total amount to credit** field shows the total amount of credit that will be applied to the invoice.
6. Optionally, add a **Memo** to the credit note. It will be visible to the customer.
7. Click **Create** to issue the credit note.

If the invoice has already been paid, you can choose how the credited amount is returned: as a payment made outside of Yorlet, or as a [credit grant](/billing/credit-grants) on the customer's balance.

## View and manage credit notes

You can view and manage credit notes from the **Credit notes** tab on the invoice page. The credit notes are listed with the following details:

* **Credit note number**: The unique identifier for the credit note.
* **Reason**: The reason for the credit note.
* **Credit amount**: The amount credited.

### Edit a credit note memo

To update the customer-visible memo on a credit note, follow these steps:

1. Navigate to the credit note you want to edit.
2. Use the <OverflowMenu /> and select **Edit memo**.
3. Update the **Memo** and save your changes.

### Void a credit note

<Info>
  You can only void a credit note that was issued against an unpaid invoice. A credit note that returned credit to the customer cannot be voided.
</Info>

To void a credit note, follow these steps:

1. Navigate to the credit note you want to void.
2. Click the **Void** button.