Edit Credit Note

This feature is available on Premium plans only.

Fill in the details of your credit note. Only Draft credit notes can be edited — once finalized, the document is locked.

Watch the step-by-step tutorial

Open this page in the app

Main Fields

• Client — Select the relevant client (pre-filled if created from an invoice)
• Issue date — Date of the credit note (required for accounting)
• Reference to the original invoice — Filled in automatically if the credit note was created from an invoice
• Notes and comments — Reason for the credit note (return, pricing error, etc.)

Items and Services

• Add the items to credit back or cancel
• Set quantities and unit prices
• Apply VAT if applicable (use the same rate as the original invoice)
• Totals are calculated automatically

Tip: If the credit note covers the full invoice, use the same items and amounts as the original invoice.

Available Options

• Preview — View the credit note as PDF before finalizing
• Save as draft — Keep it to complete later
• Finalize — Lock the credit note (irreversible)
• Duplicate — Create a copy for a similar credit note

Tips

1. Verify that the client matches the original invoice
2. Ensure items and amounts correspond to what needs to be credited
3. Fill in the reason in the notes to support accounting traceability
4. Preview before finalizing

To save your changes, click Save. To cancel, use the Back button.