Credit Notes

Credit Notes

Create and Print Credit Note in Evolv

Creation Date: Oct 24, 2025
Created By: Aidan Quin

1. Select the invoice you wish to apply a credit note to and Scroll to the bottom and click on "Other Actions"

2. Click on Create Credit Note

Click on Create Credit Note

3. Select a Credit note date

Select a Credit note date

4. Remove the Items that are not being credited

Remove the Items that are not being credited

5. Populate the Total followed by clicking submit

Populate the Total followed by clicking submit

6. Click on "Credit Note" followed by "Print Credit Note"

7. Click on Print PDF

Click on Print PDF

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