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:
-
Refunding overpayments: If a customer overpays, a credit note can be issued to adjust the balance or refund the excess amount.
-
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.
-
Applying discounts: A credit note can be used to apply additional discounts or adjustments after the original invoice was sent.
-
Cancelling services: If services are canceled, a credit note can be issued to reduce the outstanding amount on the invoice.
-
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
- 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 button and 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