---
title: "How to add a Credit Note "
url: "https://help.mymps.co.za/en/article/how-to-add-a-credit-note"
language: "en"
last_updated: "2026-03-10T07:03:52.634Z"
---

# 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/889d5c57-99e3-4602-9350-d4ae335c733b)

![](https://cdn-assets.productfruits.com/e2aa6f29-a17c-4b63-8cfd-54062cbbf9e2)