Managing (sales) credit notes is essentially the same process as managing invoices, with only slight alterations. You may issue sales credit notes in case:

  • you wish to cancel an already issued sales document
  • your clients return a sale or you want to apply a discount on invoiced goods
  • you wish to give your client a refund

Just like invoices, you can create multiple series of credit notes, attach files and view helpful reports. Review the fields that appear when you add.

Suppose you have issued an invoice and your customer returns part of the order back prior to payment. You need to issue a credit note for the returned items and also reduce the customer's balance in the system.

Add a credit note

From the main menu select "(...) More-> Credit notes (Sales) -> Add".

Unlike debit documents, here you can link related invoices/receipts, and they will appear on the official document. Through the "Related documents" field, select the document to which the credit applies.

Please note that the payment of a credit document always refers to the refund of the customer for an already paid off invoice. In order for the customer's balance to be right after a refund you have to reconcile the credit note's value with the value of the invoice.

Creating a credit note via an invoice 

In order to save time, you can add a credit note through the sales document page to which the credit is referred.

Just click on (...) and then select Create credit note.

This will take you to  the credit note's add page. The invoice is automatically set as a related document, and the amounts are pre-filled to save you time. If you wish to edit any of the fields, you can do it at this stage.

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