Credit Notes Overview

Summary

This article describes the use of credit notes and provides their definition. A credit note is similar to an invoice, however it shows only credits. Credit notes can be printed or sent to customers just like invoices.

Viewing Credit Notes

On the invoices tab, A Credit Notes section will appear as shown below and will operate like invoices do (e.g. can viewed, opened and closed). New credits added to the account will be applied to the existing open credit note. If no open credit note exists, a new credit note will be created when a credit is added to the account.

Open

Refunding Credit Notes

A refund button exists under credit notes to refund a whole credit note (where more than one credit exists). This allows bulk refund. Note that the individual credits are not reversed, rather a negative payment is applied to balance out the credits

1. Check box beside credit note to refund

2. Click Refund button below list

Voiding Credit Notes

A void button exists under credit notes to void a whole credit note. The void of the credit not will result in reversed credits (as opposed to negative payments provided by the Refund option)

1. Check box beside credit note to void

2. Click Void button below list

How Do I Assign a Template For a Credit Note?

Credit note templates are configured on the Setup tab under 'Invoice Credit Templates'. Credit Notes are assigned in Setup > Invoice Configuration just as invoice templates are.

Sample Credit Note Templates

See the article Credit Notes – Sample Templates.