Credit Notes

Credit Notes let you issue credits against client billing. Users may also call them credits or credit memos.

Navigation

Open Billing > Credit Notes from the main sidebar, or go to /credit-notes.

What a Credit Note Contains

A credit note can include:

• Credit note number.
• Account/client.
• Related invoice.
• Line items.
• Reason.
• Amount.
• Status.
• Approval state.

Credit Note Fields

For exact required fields, accepted values, relationships, and Copilot action validation, see Credit Notes Field Reference.

Field	Meaning
Credit number	Human-readable credit note identifier.
Account	Customer receiving the credit.
Invoice	Optional invoice the credit applies to.
Reason	Why the credit is being issued.
Amount	Credit value.
Status	Draft, pending approval, approved, applied, void, or similar.

Common Workflows

Create a Credit Note

1. Open Credit Notes.
2. Create a new credit note.
3. Select the client and related invoice if applicable.
4. Add line items and reason.
5. Save or submit for approval.

Apply a Credit Note

1. Open the credit note or invoice.
2. Review available credit.
3. Apply it to the correct invoice.
4. Confirm the remaining balance.

Approve a Credit Note

Credit-note approval supports:

• Approve.
• Reject.

Credit-note approval does not support return. If the credit should not be issued, reject it.

Settings

The Credit Notes module can be configured in Settings > Credit Notes.

Rules and Controls

• A credit note should have a clear reason.
• Credit notes may require approval before being applied.
• Credits should only be applied to invoices for the same customer.
• Approved or applied credit notes should not be edited without the correct reversal workflow.

AI Copilot Tips

Try asking:

• "Help me enable the credit module."
• "Create a credit note for this invoice."
• "Which credit notes are pending approval?"
• "Apply credit to this invoice."

Related Docs

• Invoices
• Credit Notes Field Reference
• Approvals
• Settings and Administration