---
title: "How to add a Credit Note "
url: "https://help.healthbridgenova.co.za/en/article/how-to-add-a-credit-note"
language: "en"
last_updated: "2026-03-06T17:11:20.071Z"
---

# How to add a Credit Note 

A credit note reduces or settles a patient’s outstanding balance. It helps practices manage accounts efficiently and keep accurate records by formally adjusting amounts owed when full payment isn’t expected.

**How to add a Credit Note**

1.   Click on the **"Accounts Tab"** and search the required account.
2.  Select the  **"Credit Note"** option.
3.  Complete the details for the credit note
4.  Select **"Save"**.

![](https://cdn-assets.productfruits.com/7350fb55-9b19-4385-99b2-9e7f08442c7c)