Credit Notes
Credit a customer for returns or corrections.
Overview
A sales credit note reverses all or part of an invoice and reduces what the customer owes. It keeps a link to the invoice it corrects.
When to use credit notes
- A customer returns goods.
- You agree a price adjustment.
Step by step
In the Sales module open Sales in the green navigation bar, then choose Credit Notes under Invoicing.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Accounting impact
- Reverses revenue and tax and reduces the receivable.
What you see on the screen
- Actions on the screen: New Credit Note.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- sales.credit-note.create
- sales.credit-note.read