> For the complete documentation index, see [llms.txt](https://helpwith.salesorder.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpwith.salesorder.com/sales/customer-credit-notes.md).

# Customer Credit Notes

See [Customer Credit Note ⛭](/setup/configuration/customer-credit-note.md)

<details>

<summary>Media</summary>

<img src="/files/ix5aVgd4swqL11sHe4Bn" alt="" data-size="line">[Customer Credit Notes](https://salesorder.wistia.com/medias/20e55lvzn1)

<img src="/files/JyHH2ZUfzEVw5okVj5b9" alt="" data-size="line">[Pay Bills with Credit Notes](https://howto.salesorder.com/pay-bills-with-credit-notes/)

</details>

{% hint style="info" %}
You can attach and link documents, images, etc to this record. See [Attachments and Links](/organizer/attachments-and-linking.md).

You can customize and add fields, see [Customization](/customization.md).
{% endhint %}

### Need to know

A Credit Note can be created from:

| Source                                      | Notes                                                                      |
| ------------------------------------------- | -------------------------------------------------------------------------- |
| Customer Master                             | <mark style="color:orange;">Customer>Action>New Credit Note</mark>         |
| Sales Invoice                               | <mark style="color:orange;">Sales Invoice>Action>Create Credit Note</mark> |
| RMA                                         | See [RMA](/sales/rma.md)                                                   |
| Receive an 'upfront' Payment from Customer. | See                                                                        |