Credit Notes

Overview

Credit Notes allow you to issue a formal document reducing the amount a customer owes. They are typically used for refunds, returned goods, billing errors, or agreed-upon discounts after an invoice has been issued.

Accessing Credit Notes

Navigate to Account > Money In and access Credit Notes through the invoices section, or navigate directly to the Credit Notes page.

Credit Notes Dashboard

The analysis panel displays 4 key metrics:

Create Credit Note

How to Create a Credit Note

1. Click the Create Credit Note button.
2. Complete the credit note form.

Form Fields

Header Information

Line Items

To add a line item: Click the Add Item button. To remove a line item: Click the delete icon.

Notes & Terms

3. Click Save to create the credit note.

View Credit Note

Credit Note Detail Page

Click on a credit note to view its details.

Header Section

• Credit Note number and icon
• Credit date
• Action buttons: Edit, Resend, Print

Body Sections

• Client information
• Line items table with quantities, prices, taxes, and totals
• Summary: Subtotal, VAT, Discount, Final Amount
• Notes and Terms

Credit Note Status Badges

Actions

Edit Credit Note

1. Click the Edit button (pencil icon) on the detail page.
2. Modify the necessary fields.
3. Save changes.

Resend Credit Note

1. Click the Resend button (paper airplane icon) on the detail page.
2. The credit note will be emailed to the customer.
3. Status updates to Sent if currently in Draft.

Print/Download Credit Note

1. Click the Print button (printer icon).
2. The credit note will be downloaded as a PDF.

Delete Credit Note

1. From the credit notes list, select Delete from the actions menu.
2. Confirm the deletion.

Bulk Delete

1. Select multiple credit notes using checkboxes.
2. Click the Delete Selected bulk action.
3. Confirm the deletion.

Export Credit Notes