> For the complete documentation index, see [llms.txt](https://docs.loopit.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.loopit.co/billing/credit-notes/create-a-credit-note.md).

# Create a credit note

{% stepper %}
{% step %}

### Head to the person's profile

<figure><img src="/files/qRPzD6dUT0wUmNMTyKjH" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Head to 'Billing'

<figure><img src="/files/ePeihZbOvCIQDrqwtjgh" alt=""><figcaption><p>Head to 'Billing' and 'Credit Notes'</p></figcaption></figure>
{% endstep %}

{% step %}

### Click on 'New Credit Note'

Select or create a reason.&#x20;

Choose a billing item the credit note applies to. \
\&#xNAN;*Is the billing item not in the list? Head to* [*Billing items*](https://docs.loopit.co/billing/billing-items#how-to-create-a-new-item)*.*

<figure><img src="/files/WKevhGatHbmC0KUWYrUa" alt=""><figcaption><p>Select or create a reason.</p></figcaption></figure>
{% endstep %}

{% step %}

### Create the credit note

It is now ready in the '[Apply Credits](https://docs.loopit.co/billing/credit-notes/applying-credit-notes#how-to-apply-credit-notes-to-an-invoice)' list.&#x20;
{% endstep %}
{% endstepper %}