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# How to Change a Debit or Proforma Invoice Into a Credit Note?

Crediting invoices is an important financial process that allows for correcting errors or reflecting changes in business operations. It is crucial to comply with legal requirements and properly document the credit process to maintain accurate financial records.  

### How to do it?
1. Issue an invoice
2. Select the invoice you want to change from the list of invoices
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-29-at-16284_b2q443.png)
3. Expand the invoice, click on **OTHER ACTIONS** and select **CREATE A CREDIT NOTE**
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-29-at-16340_dyg6dm.png)
4. Fill in all details
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-29-at-16344_1xau625.png)
| You may need to select **an invoice series**, all **other information is carried over from the original invoice**.

5. Create a credit note by clicking CREATE INVOICE 
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-29-at-16350_wze0f2.png)
6. Credit note will appear in the same invoice list
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-29-at-16360_rffppv.png)