How to create a credit note

The best way to create a credit note for a customer would be to go to Customers in the main menu, then find the customer and click onto the Sales orders & credit notes tab. If you scroll down in this tab, there is an Add credit note button.

These credit notes can then be applied to orders by using the Allocate credit note to order button in the below screenshot, you can find this by scrolling down slightly on the order page.