---
title: Create an invoice credit note
description: Create credit notes to register cancellations or refunds.
---

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# Create an invoice credit note

## Learn how to create credit notes to correct original invoices and maintain accurate accounting records.

**Credit notes** are issued to correct or adjust invoices and are used for various purposes, including:

1. **Refunding overpayments**: If a customer overpays, a credit note can be issued to adjust the balance or refund the excess amount.
2. **Correcting errors**: If there's an error on the original invoice, such as incorrect pricing, quantities, or terms, a credit note serves to correct it without canceling the entire invoice.
3. **Applying discounts**: A credit note can be used to apply additional discounts or adjustments after the original invoice was sent.
4. **Cancelling services**: If services are canceled, a credit note can be issued to reduce the outstanding amount on the invoice.
5. **Settling Disputes**: In cases where there’s a dispute over the amount billed, a credit note can adjust the invoice accordingly.

⚠️ **Note:** Invoices that are already issued cannot be deleted or edited.

To create a credit note follow these steps:

- Navigate to **Sales** in your left-hand menu.
- Tap the **Create credit note** button at the top right corner.

*Sales \> Credit Note Invoice*[![Screenshot 2025-06-25 at 12.56.54](https://articles.tripcreator.com/hs-fs/hubfs/Screenshot%202025-06-25%20at%2012.56.54.png?width=688&height=246&name=Screenshot%202025-06-25%20at%2012.56.54.png)](https://downloads.intercomcdn.com/i/o/481183546/fa2bf38988638e7b5b44bf79/Screen+Shot+2022-03-16+at+14.02.52.png)

- Assign a customer using the **Search for customer** CRM field.
- Your logo and company details will automatically appear based on your account settings.

- Clearly **title** the document "*Credit Note"*or something similar.
- Configure the refunded **amount**.
- Optionally include a **note** like *“Amount refunded”* or *“Reduction of original invoice #12345”* for clarity.

- Tap the **Save** buttonand select:  
  **👉 Save as draft** if you want to continue editing the credit note later;  
  **👉 Issue invoice** if you want to create credit note without sending it to the customer;  
  **👉 Issue and send** if you want to send the note via TripCreator email system.
  
  *Credit note template*
  
  ![Screenshot 2025-06-25 at 13.24.43](https://articles.tripcreator.com/hs-fs/hubfs/Screenshot%202025-06-25%20at%2013.24.43.png?width=688&height=445&name=Screenshot%202025-06-25%20at%2013.24.43.png)

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