Credit Notes List
This feature is available on Premium plans only.
The credit notes list shows all your issued credit notes. A credit note is a commercial document that reduces or cancels the amount of an existing invoice.
When to Issue a Credit Note
Section titled “When to Issue a Credit Note”Issue a credit note in the following situations:
- Goods returned — a client returns all or part of an order
- Pricing error — the amount on the original invoice is incorrect
- Cancelled service — a billed service was not delivered
- Post-invoice discount — you grant a commercial gesture after the invoice was issued
Important: You cannot modify a finalized invoice. A credit note is the only legal way to correct or cancel an invoice that has already been issued.
Regulatory Context (Morocco)
Section titled “Regulatory Context (Morocco)”Under Moroccan tax and commercial law (CGI — Code Général des Impôts), a credit note is a mandatory document whenever an invoice must be corrected or cancelled. Key rules to observe:
- The credit note must reference the original invoice
- It must be kept together with the original invoice in your accounting records
- Under the e-invoicing mandate, credit notes are transmitted with type code 381 per the applicable Moroccan standard — your PDF is generated and timestamped automatically
Credit Note Statuses
Section titled “Credit Note Statuses”- Draft — The credit note is being prepared
- Final — The credit note is locked and ready to send
- Sent — The credit note has been transmitted to the client
Available Actions
Section titled “Available Actions”For each credit note, you can:
- Edit — Update the details (draft only)
- View — Open the credit note as PDF
- Duplicate — Create a copy
- Send by email — Transmit the credit note to the client
Create a Credit Note
Section titled “Create a Credit Note”To create a credit note:
- Click + in the menu or the create button
- Or use the Create credit note action directly from a finalized invoice