Create and Apply a Credit Note on App

Modified on Thu, 30 Nov 2023 at 02:59 PM

 *** Available on Desktop and App ***

Credit a credit note for your customer to apply to a future invoice. These can be created if your customer overpaid, or as a referral system.

 Create Credit Notes On the App

Login to your Markate account.

Go to the second screen of the app to Credit Notes.


Press the + button in the bottom right corner. 

Fill out all of the information and press the checkmark to Save as a draft. 

From a draft, press Send Credit Note to send to your customers, and mark the Credit Note as “Open” status.

How to Apply a Credit on an Invoice
In order to apply a credit note the it must be in the “Open” Status.
You can go into invoices, and view the one you would like.

***Note: the credit note must be less then the total amount on the invoice.

 When you press the “Pay Now” button, if your customer has available credit, you will see an “Apply Credit” button.

You will then select the Credit Note from the drop down, which will apply the credit in full to the invoice and subtract it from the invoice total, and will mark the credit note as “Closed.

 Viewing the invoice, you will see where the credit note was applied. 

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