Credit Notes & Refunds

A Credit Note records a reduction owed to a customer — a return, an overcharge correction, or a goodwill adjustment — against one of their invoices.

Requires the MoneyPro module.

Creating a credit note

1. Go to Credit Notes → + New Credit Note.
2. Select the customer and the open invoice it relates to.
3. Add the line items or amount being credited.
4. Save.

Applying credit

Once issued, a credit note's value can be applied against the customer's open invoices, reducing what they owe.

Refunding instead

If the credit shouldn't be applied to a future invoice, mark it as refunded instead — recording that the money was paid back directly rather than held as credit.

Payments view

See every payment and credit application linked to a credit note from its detail page.

Cancelling

Cancel a credit note that shouldn't have been issued; undo cancel to reverse that. Deleting a recorded refund or an applied credit is also available where a correction is needed.

Tips

• Decide between applying a credit and refunding it based on whether the customer will buy again soon — applying keeps the relationship simpler if they will.
• Use the invoice's own open-invoices lookup when creating a credit note, rather than searching separately, to make sure you're crediting against the right document.