{"id":37541,"date":"2025-08-27T09:26:44","date_gmt":"2025-08-27T09:26:44","guid":{"rendered":"https:\/\/docs.daftra.com\/faq\/%d9%85%d8%a7-%d8%a7%d9%84%d8%ae%d8%b7%d9%88%d8%a7%d8%aa-%d9%84%d8%a5%d8%b1%d8%ac%d8%a7%d8%b9-%d8%af%d9%81%d8%b9%d8%a9-%d8%b9%d9%85%d9%8a%d9%84-%d8%a5%d9%84%d9%89-%d8%b1%d8%b5%d9%8a%d8%af%d9%87-%d9%83\/"},"modified":"2025-09-01T10:29:28","modified_gmt":"2025-09-01T10:29:28","slug":"return-a-clients-payment-to-their-account-as-a-credit-balance","status":"publish","type":"faq","link":"https:\/\/docs.daftra.com\/en\/faq\/return-a-clients-payment-to-their-account-as-a-credit-balance\/","title":{"rendered":"What are the steps to return a client’s payment to their account as a credit balance?"},"content":{"rendered":"

Go to the \u201cSales\u201d<\/strong> screen from the main menu, then select \u201cManage Invoices.\u201d<\/strong> Now, open the invoice of the client whose payment you want to return. Click on the \u201cCreate Credit Note\u201d<\/strong> option from the dropdown under the \u201cReturn\u201d<\/strong> button.<\/p>\n

For detailed instructions on creating a credit note, please take a look at this guide<\/a>.<\/p>\n","protected":false},"author":29,"template":"","categories":[2153],"tags":[],"class_list":["post-37541","faq","type-faq","status-publish","hentry","category-refund-receipts-credit-notes"],"yoast_head":"\nWhat are the steps to return a client's payment to their account as a credit balance? - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/faq\/return-a-clients-payment-to-their-account-as-a-credit-balance\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What are the steps to return a client's payment to their account as a credit balance? - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Go to the \u201cSales\u201d screen from the main menu, then select \u201cManage Invoices.\u201d Now, open the invoice of the client whose payment you want to return. 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