Creating a Sales Credit Note from a Single Credit Invoice

To create a sales credit note from a single credit invoice:

1. Open the credit invoice that you want to create the sales credit note from.
2. Click Create Sales Credit Note.

   If tax calculation using Avalara is enabled in your org and tax has not yet been finalized for the credit invoice, the Calculate Tax checkbox displays. If this happens, leave the checkbox selected to calculate or recalculate tax for the credit invoice before the sales credit note is created.

3. Click Confirm. Once the sales credit note is created, a success message displays.
4. [Optional] Click the name of the sales credit note to open it. If multiple sales credit notes are created, click the link to view the Sales Credit Notes list view.