Apply a credit note

Credit notes reduce a customer balance without treating the change as a new payment.

What this feature is for

• Credit notes reduce a customer balance without treating the change as a new payment.

When to use it

• You owe a customer credit for a correction, discount, cancellation, or adjustment.
• An invoice should be reduced.

Do it manually

1. Open Money and find or create the credit note.
2. Confirm the invoice receiving the credit.
3. Enter the credit amount.
4. Apply the credit and refresh both documents.
5. Confirm customer-facing balance before sending follow-up.

Ask Faster AI

Apply a credit note for [customer]. Ask me to confirm the invoice and amount, then show the updated balance before any customer message.

Review before saving or publishing

• Confirm the customer, amount, due date, tax, discount, and payment terms.
• Preview customer-facing links before sending them.
• Record refunds, credits, and manual payments only after checking the latest balance.

Common mistakes and fixes

• If a document will not send, check that payment setup and customer email are complete.
• If the balance looks wrong, reopen the document detail and refresh payment applications.
• If a payment event is delayed, review Money outbox status before creating a duplicate action.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of apply a credit note.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Issue refunds or adjustments
• Track invoice status