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Credit Notes

Credit notes reduce or cancel the amount a customer owes. Use credit notes for refunds, billing corrections, or service credits without voiding the original invoice.

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When to Use Credit Notes

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Creating a Credit Note

1. Navigate to Invoices and select the invoice
2. Click … menu → Create Credit Note
3. Choose credit type:
   • Full credit - Credit entire invoice amount
   • Partial credit - Specify a custom amount
4. Add a reason (required for audit trail)
5. Click Create

The credit note is created in Draft status for review.

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Credit Note Statuses

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Issuing a Credit Note

Once reviewed, issue the credit note:

1. Open the credit note
2. Click Issue
3. Choose whether to send email notification
4. Click Confirm

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Applying Credits

After issuing, you can apply the credit to the customer’s balance:

1. Open the issued credit note
2. Click Apply to Balance
3. Confirm

The credit amount becomes available to offset future invoices.

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Viewing Credit Notes

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For a Specific Invoice

1. Navigate to Invoices → select invoice
2. View Credit Notes section

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All Credit Notes

1. Navigate to Invoices → Credit Notes tab
2. Filter by status, date, or customer

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Best Practices

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API Reference

For programmatic credit note management, see the Credit Notes API.

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Next Steps