Credit notes

A credit note gives part or all of an issued invoice back to the customer. It is how you correct an invoice that was too high, because an issued invoice is never edited.

Create and issue a credit note

  1. Open the issued invoice and select Create credit note.
  2. Choose what to credit:
    • In full: everything not yet credited.
    • By line: tick lines and, if you want, type a Quantity to credit for each.
    • By amount: one Amount, such as a price concession, with a Description.
  3. Type the Reason and select Create draft credit note. The draft opens.
  4. Check it, select Issue, then Issue credit note.

Issuing takes the next credit-note number of the billing entity. Credit-note numbers always start with CN-, for example CN-000001. The credit is applied to the invoice as far as it is still owed; the rest stays as the customer's Unapplied credit. An issued credit note is never edited or deleted.

Use unapplied credit

  1. Open the credit note and select Apply credit.
  2. Type the amount to apply to each of the customer's open invoices (same billing entity and currency).
  3. Select Apply credit.

The Applied to tab lists every invoice the credit went to.

Void a credit note

Select Void, give a reason and select Void credit note. Every application of the credit is reversed, so those invoices can owe again. The credit note keeps its number and its next PDF is stamped VOID. This cannot be undone. A draft you do not need is removed with Delete draft.

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