Expenses and credit notes

Where to click

Use these menu paths first, then complete the action from the screen you open.

Exact steps

1. Go to Sidebar > Sales > Expenses when you need to add or review expenses.
2. Create a new expense from the expenses page and assign the correct category, amount and linked details.
3. Go to Sidebar > Sales > Credit Notes when you need to issue or manage a credit note.
4. Use the refund-related fields carefully so the financial record matches the actual business action taken.
5. Review categories and financial settings if the correct classification is missing.

What this feature does

• Expenses support import, copy, convert-to-invoice and category management.
• Expense attachments can be added and deleted from the verified controller.
• Credit notes support refunds, applied credits, mark-open and mark-void actions.
• Credit notes can be created from invoices and sent by email.
• Both expenses and credit notes support PDF output.

What to do next

• Run expense and income comparison reports from Company & Utilities after recording costs.
• If a billing correction affects an invoice, re-check the invoice after applying or deleting credits.

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