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# I can create a credit note

${youtube}[Creating Credit Note](TjtsRzJbaQA)

**This tutorial provides a step-by-step guide on creating a credit note in Jules.**

**Step 1:** Navigate to the **Invoices and Payables** module. Click on **Invoices**, go to the **Invoices** tab and select **Open Invoices** from the status filter.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/76c240ef-666c-4940-982e-26524c22d6b7/d64bb35a-621f-4727-8175-50762c3b594b/images/9dec16a4-7d96-4c57-8e5e-f37081f66767.gif)

**Step 2:** Click on the three dots next to the chosen invoice and select **Create a Debit Note**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/76c240ef-666c-4940-982e-26524c22d6b7/d64bb35a-621f-4727-8175-50762c3b594b/images/8951dd0b-94ac-4d53-9456-561ff6df36b4.gif)

**Step 3:** On the new page, select the template type, volume unit to display, currency display, exchange rate, and adjust other general settings. After filling in all the details, click **Save**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/76c240ef-666c-4940-982e-26524c22d6b7/d64bb35a-621f-4727-8175-50762c3b594b/images/4098b454-0861-4bbe-9c3e-b795f5721ca6.png)

**Step 4:** Choose a due date for the credit note. Remember, this is a mandatory field. Once completed, click **Save**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/76c240ef-666c-4940-982e-26524c22d6b7/d64bb35a-621f-4727-8175-50762c3b594b/images/9f82a201-3f8d-47a1-b92a-6d641aabc665.gif)

**Step 5:** If necessary, edit the credit note computation details.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/76c240ef-666c-4940-982e-26524c22d6b7/d64bb35a-621f-4727-8175-50762c3b594b/images/b8fdc6af-7263-4cf3-9f86-90a09d94f79f.png)

**Step 6:** Explore the saving options by clicking on the dropdown next to **Save as Draft**. Here, you're able to save the credit note as a draft, preview it, or download it.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/76c240ef-666c-4940-982e-26524c22d6b7/d64bb35a-621f-4727-8175-50762c3b594b/images/c8272fee-3cc2-47c4-a4e1-8bd4d9405131.gif)

**Step 7:** Mark the credit note as complete directly or download it. For this tutorial, save it as a draft.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/76c240ef-666c-4940-982e-26524c22d6b7/d64bb35a-621f-4727-8175-50762c3b594b/images/7817130f-79a5-4667-ab54-5d31d3852803.png)

**Step 8:** Navigate back to the **Invoices** page.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/76c240ef-666c-4940-982e-26524c22d6b7/d64bb35a-621f-4727-8175-50762c3b594b/images/05d5cf84-71bb-415f-8cc6-a784e8a3bcbb.png)

**Step 9:** Go to the **Credit Notes** tab. The newly created credit note appears in a draft status. Edit the credit note by clicking on the **Edit** option, or mark it as complete, add a payment, approve it, or reject it.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/76c240ef-666c-4940-982e-26524c22d6b7/d64bb35a-621f-4727-8175-50762c3b594b/images/c928baed-6da2-41ad-bfc4-37cd38f5e62d.gif)

**Step 10:** Create a new credit note from scratch by clicking on the **Create a Credit Note**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/76c240ef-666c-4940-982e-26524c22d6b7/d64bb35a-621f-4727-8175-50762c3b594b/images/51fccb6b-9d39-4174-a031-6d2175043267.png)

This concludes the tutorial on creating a credit note in Jules.