---
title: "Invoice > Create a Credit Note"
canonical: "https://technology.bytangram.com/space/TGKB/445644918/Invoice%20%3E%20Create%20a%20Credit%20Note"
format: markdown
---
In WorkBook, a credit note is created via the jobs module. The invoice type **credit note** is used to credit a previously issued invoice. This can be for the full or partial amount of the invoice, depending on what needs to be credited.

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## CREATE A CREDIT NOTE

- In the **jobs list** > select the **job**
- Click the **invoice** icon

![image](media://a40b5791-52fa-4485-a2b4-5d13b019f891)

- Click **create new** button
- In the **create new invoice **pop-up box:
  - Select **invoice type**: credit note
  - Insert correct **invoice date**
  - In copy data from select **nothing**
- Click **ok**

![image](media://79dabbb2-3a96-4043-8701-ec3db7eb6e77)

> ℹ️ In this example we have chosen to ‘copy from nothing’ - crediting an individual line item. If however, you need to create a credit note for the entire amount of the invoice, we recommend **duplicating** your invoice and in the **duplicate invoice** pop-up box, selecting **type**: credit note (see screenshot below).

![image](media://3597908f-7729-48b7-a079-f340bb16fef2)

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## ADD INTRODUCTORY OR FINAL COMMENT TEXT

- You can add** introductory notes **or **final comment** text to your credit note via the **header** tab
- Additional client information can also be added here, including Client PO title and number, account number and GLN location no.

![image](media://5d53d4fb-06f3-417c-b28d-30982725bc84)

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## ADD OR AMEND PHASES

- To add or amend phases go to the **phases** tab
- If required, add **description text**

![image](media://e1ed10e2-266d-411a-a2c9-6c6ddbf0a5ab)

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## ADD LINE ITEMS

When adding items to your credit note, you should choose the activity based on what you are crediting.

- In the** activity** column, select the appropriate **activity **from the dropdown list or enter the activity number to refine the list
- If required, amend the **activity text **(this is the text that will be printed onto your credit note if you choose to show it)
- For **time-based activitie**s, add the **number of hours** in the **hours **column and the **amount** will update according to the activity’s hourly rate

![image](media://d663d675-1fac-4b30-807a-0d14abda0901)

- For **third party activities**, add the **amount to be credited** in the **purchases **column
- If you’re crediting any margin, add the **%** to the **profit margin **column

![image](media://e3884cec-431f-4c48-be44-37f27bbb18b0)

- Follow the usual process to submit for approval, print (if required), and finalize the credit note similar to the normal sales invoice.

> ℹ️ To review the layout & details of the invoice go to:
> ℹ️ 
> ℹ️ [https://tangram.atlassian.net/wiki/spaces/TGKB/pages/418513052](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/418513052)
> ℹ️ 
> ℹ️ To submit for approval and finalize the credit note, go to:
> ℹ️ 
> ℹ️ [https://tangram.atlassian.net/wiki/spaces/TGKB/pages/416612427](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/416612427)

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