Credit notes
Refund or correct an invoice with a credit note.
- Create a credit note A sales credit note reduces what a customer owes you. You raise one when you need to give value back to a customer — for example after a return, when you have over-charged them, or…
- Apply a credit note to an invoice Applying an issued credit note to an invoice reduces that invoice's outstanding balance, using up part or all of the credit. You can apply one credit note across several invoices…
- Void a credit note Voiding an issued credit note cancels it and reverses its effect on your accounts, while keeping a permanent record of both the original credit note and the reversal. Void a credit…
- Email a credit note You can send an issued credit note to your customer by email, with its PDF attached, straight from Sales Scribe.
- Understand credit note statuses Every sales credit note has one of three statuses: Draft, Issued or Voided. The status tells you where the credit note is in its life and what you can do with it. Separately, an…