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Credit Notes

The Credit Notes tab manages credit notes issued to customers for returns, refunds, or invoice corrections.

Credit notes are essentially negative invoices that reduce the amount customers owe you.

Use credit notes when you need to provide a full or partial credit against an existing sales invoice, or to record a standalone credit.

Credit Notes

Creating Credit Notes

To issue a credit note to a customer, click the New Credit Note button.

You can create credit notes linked to specific sales invoices or as standalone credits.

Credit NotesNew Credit Note

For detailed information on creating credit notes, see: Credit NoteEdit

Managing Credit Notes

The Credit Notes tab displays all your credit notes in a table format with the following columns:

Date
Date

The Date column shows when the credit note was issued.

Reference
Reference

The Reference column displays the unique reference number for each credit note.

Customer
Customer

The Customer column shows who received this credit note.

Sales Invoice
Sales Invoice

The Sales Invoice column shows the original invoice being credited, if applicable.

This column will be empty for standalone credit notes that are not linked to a specific invoice.

Description
Description

The Description column shows the reason for issuing the credit note.

Cost of sales
Cost of sales

The Cost of Sales column shows the inventory cost reversed when items are returned.

This column only appears when inventory items are included in the credit note.

Click the amount to view detailed cost calculations.

Amount
Amount

The Amount column displays the total credit amount issued to the customer.

Click Edit Columns to customize which columns appear in the table and their order.

Edit columns

To learn more about customizing columns, see: Edit columns