Upflow

Your Upflow platform is integrated with a native integration

If your Upflow platform is integrated to Netsuite, QuickBooks, Stripe Billing, Sellsy or Xero, we invite you to link your credit notes/memos to the corresponding invoice.s directly in your billing tool. It will then be synchronised 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.

Go into your <a href="https://app.upflow.io/organization/-/invoices" rel="nofollow noopener noreferrer" target="_blank">Invoices</a> tab

Click on the <a href="https://app.upflow.io/organization/-/creditnotes" rel="nofollow noopener noreferrer" target="_blank">Credit Notes</a> section

Click on the filter icon in the Invoices column, then on No customer linked

Click on the credit note you want to link and select Link to invoice

Chose the invoice you want to link your credit note to, click on the arrow where you want to apply it, and select Done

1. Go into your <a href="https://app.upflow.io/organization/-/invoices" rel="nofollow noopener noreferrer" target="_blank">Invoices</a> tab
2. Click on the <a href="https://app.upflow.io/organization/-/creditnotes" rel="nofollow noopener noreferrer" target="_blank">Credit Notes</a> section
3. Click on the filter icon in the Invoices column, then on No customer linked
4. Click on the credit note you want to link and select Link to invoice
5. Chose the invoice you want to link your credit note to, click on the arrow where you want to apply it, and select Done

Any question? <a href="mailto:support@upflow.io" rel="nofollow noopener noreferrer" target="_blank">Get in touch</a>!

Linking your credit note to an invoice can help synchronise your clients outstanding amount.

How to link a credit note to an invoice?