How do I issue a credit note against a paid invoice?

Open the paid invoice and choose Add credit note from the More actions menu. Sliptree creates a new credit note in draft, linked back to the original invoice, with all line items copied across and quantities flipped to negative values. Edit anything you need (issue a full credit, or trim it down to a partial credit), then complete and send.

Once issued, the original invoice is marked as credited (fully or partially, depending on the credit-note total). Both documents stay linked — opening either one shows the other in its Linked documents panel.

For the broader workflow — what fields carry over, why drafts can't be credited, and how the linked panels work — see Duplicating documents and credit notes.

Creating a standalone credit note

If you need a credit note that isn't tied to a specific invoice — for example, a goodwill refund or a manual adjustment — create a new invoice from scratch and enter the line item totals as negative values. As soon as the net total goes below zero, Sliptree automatically switches the document type to credit note: the title, numbering sequence, and PDF output all change to match. No setting to toggle.