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Client loginالعربية Amman, Jordan[email protected]+962 795 900 124

Sales: from lead to paid

Credit notes and refunds

A credit note gives value back to a customer: against an invoice, or held on their account. Use it on another invoice, or refund it.

Where

Sales & CRM › Money › Credit Notes · the invoice › More ▾ › Create credit note

Who

Anyone allowed to issue credit notes.
1
Press + New credit note (or Create credit note on the invoice). Step 1 asks where the credit comes from: Pull from an invoice copies the invoice's customer, items, quantities and rates; Not linked to an invoice is a goodwill credit or an account adjustment.
2
Check the Customer, Currency, Date and Reason, and the lines being credited.
3
Press Create credit note. Send to the customer emails it.

To use the credit, open an issued invoice of the same customer and press Apply credits (see Record a payment). To pay it back instead, open the Refunds tab of the credit note, press Record a refund, type the Amount refunded, Refunded on and Paid out through, and press Save the refund.

A credit note is Open, Partially applied, Closed or Void.

The list

For each currency the screen shows what was Issued, what is Remaining and how many Credit notes there are. All, Linked to invoice and Not linked narrow the list; Show archived, ▾ Filters and Export work as on every list.

The Credit Notes list
The open credit notes only

The credit note’s page

The head offers PDF ▾ (View PDF, Download), Edit, Send to the customer and Void this credit note. A credit note has no reminders and no due date: the company owes the customer.

TabWhat it is forWhat you can do there
Credit noteThe lines, totals and the Credits remaining.—
Invoices creditedThe invoices the credit was used on.Take back.
RefundsMoney paid back to the customer from this credit.Record a refund; Take back this refund.
A credit note's page, Credit note tab
A credit note's page, Invoices credited tab
A credit note's page, Refunds tab

What Flowrica does here

On the list she can make the credit note with you, one question at a time (Create a credit note); nothing is saved until you press the form's own button.

Before: Record a payment