- Go to your Invoices tab
- Click the Credit Notes section
- Click the filter icon in the Invoices column, then click No customer linked
- Click the credit note you want to link and select Link to invoice
- Choose the invoice you want to link your credit note to, click on the arrow where you want to apply it, and select Done
Credit notes
Link a credit note to an invoice [Legacy only]
Apply a credit note to a specific invoice on legacy Upflow setups, either through your billing tool sync or directly via the Upflow API endpoints.
Your Upflow platform is integrated with a native integration
If your Upflow platform is integrated to NetSuite, QuickBooks, Stripe Billing, Sellsy or Xero, link your credit notes/memos to the corresponding invoice(s) directly in your billing tool. It will then be synchronized from your billing tool to your Upflow platform.
Your Upflow platform is integrated with our API
You can link a credit note to an invoice directly from your Upflow platform from the detail of a credit note.