> 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="https://2451226423-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT8x4qsJr8A1IrE3A8r3f%2Fuploads%2FlCNbDdQElrUaAYto0LN5%2Fimage.png?alt=media&amp;token=6ef80b80-42b2-4448-9a1f-e7f29e34a59d" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Head to 'Billing'

<figure><img src="https://2451226423-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT8x4qsJr8A1IrE3A8r3f%2Fuploads%2F6ZEwW45bir9PuThd8N9G%2FLocate%20Credit%20Notes.gif?alt=media&amp;token=63bade49-851f-401d-867b-318b36889c6d" 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. \
*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="https://2451226423-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT8x4qsJr8A1IrE3A8r3f%2Fuploads%2FSd7YzZnmJFXChOyIth5M%2FCreate%20Credit%20Note.gif?alt=media&amp;token=c7ad46e7-861b-4de3-8fb9-d39c2ae55899" 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 %}
