Sales article

Credit notes document refunds, discounts, or billing corrections applied against invoices. They keep your books aligned and give customers a formal record of adjustments.

When to use a credit note

• Partial or full refund after an invoice was paid.
• Billing error correction.
• Goodwill credit applied to a future balance.

Create a credit note

1. Open the related invoice or go to Sales -> Credit Notes (Pro).
2. Create a new credit note linked to the invoice and contact.
3. Add line items or a lump-sum amount with reason.
4. Send to the customer -> they receive email with a view link.

Automations

Triggers: Credit Note Sent and Credit Note Applied.