Credit Notes

Create, allocate, and track Credit Note statuses and balances.

Creating a Credit Note from an InvoiceOpen the original Invoice and select the credit note creation action from the **Actions** menu. The system will prepare a new credit note populated with recipient, currency, and line item data. This saves time, but you must still verify every field before saving.
Credit Note status, balance, and Invoice allocationAn **Open** credit note has unused credit or is not yet closed. **Closed** means the full amount has been used. **Invalid** is retained for historical purposes but must not be used for new allocations.
Credit note, sending, PDF, and filesOpen the credit note. On the card, you will see the status, details, date, line items, VAT, and the total amount. At the top are the PDF, email, and Actions buttons.
Credit Notes settings and permissionsAdministrators can find general rules under **System Settings → Finance** and in the general Finance settings. Currencies, VAT rates, VAT application items, numbering, PDF display, and financial date locks are managed here.
Credit Note list, filters, and templatesIn the **Credit Notes** module, you will see the document number, date, Contact, additional reference, amount including VAT, remaining amount, amount excluding VAT, VAT, status, and the person in charge.
Credit Note relationships and integrationsThe credit note links to Contact, the original Invoice, the Contract, the Project, Items, the Warehouse, Files, and the organization. The link to the original Invoice explains the origin of the correction, while the assignment links indicate where the credit amount was applied.
Creating and editing a Credit NoteClick **New record** in the list. Select Contact and, if necessary, the Contract and the **Invoice to be credited**. Check the credit note number, date, currency, person in charge, and additional reference.