luckpandaCredit notes
Reduce or reverse an invoice without editing it. A credit note is its own numbered document, posted to your books, that lowers what the client owes.
What you can do with credit notes
- A separate number series for credit notes.
- Lines, tax and currency in the same editor as invoices.
- Posted to double-entry books when issued, so the original invoice stays as it was.
- Reference the original invoice number in the notes; email it or share a client link.
Free tools
Related free tools
Questions
When should I issue a credit note instead of cancelling?
Cancel an invoice that was issued in error and has no payment applied. Use a credit note for returns, discounts after the fact, or part of an invoice.
Does a credit note need tax lines?
Usually yes. Credit the tax in proportion to the amount credited so your tax records match.
Keep everything you make
Sign in with your email and your drafts become documents in your own business, with clients, payments and books alongside.