Tied to an invoice
Every credit note references the invoice it adjusts, keeping the audit trail clear.
Credit notes
Adjust an invoice without rewriting the books
Raise a credit note against any invoice for a return, overcharge or cancellation, apply it to offset the balance, and let the ledger and inventory update themselves.
A credit note for every reason
Each credit note is raised against an invoice with a documented reason and mirrored line items, carrying its own taxes, discount and round-off so the adjustment is exact.
- Reasons: return, damaged goods, wrong item, overcharge, cancellation, other
- Line items mirror the invoice with taxable amount, VAT, discount and total
- Statuses: pending, paid, cancelled with auto CN- numbering
- Per-credit-note currency and signature support
Apply it, post it, restock it
Apply a credit note to the original invoice to offset what's owed, with the applied date recorded. Posting writes the ledger entries and can return stock via a receipt.
- Apply to an invoice with the applied date captured
- Posts the matching double-entry ledger lines
- Returns inventory through an apply-receipt flow
- Refund method recorded: cash, bank transfer, credit to account or none
What you get
Auto ledger entries
Posting a credit note writes the right debits and credits without a manual journal.
Inventory return
Returns flow back into stock through the apply-receipt process.
Offset balances
Apply a note to the original invoice to reduce what the customer owes.
Works with
Popular with
Frequently asked questions
What reasons can I record on a credit note?
Return, damaged goods, wrong item, overcharge, cancellation or other — each note documents why the adjustment was made.
Does a credit note update my accounts?
Yes. Posting a credit note writes the matching double-entry ledger lines, just like an invoice.
Does the refund method actually move money?
No. The refund method (cash, bank transfer, credit to account or none) is a recorded choice for your records, not an executed transaction.
Can a credit note return goods to stock?
Yes. Through the apply-receipt flow, a credit note can return the items to inventory.
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