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Credit notes

When an issued invoice charged too much — goods returned, a price agreed lower after the fact, an item billed twice — issue a credit note against it. The credit note reduces what the invoice owes and keeps its own number, and the original invoice stays as it was issued.

To cancel an invoice outright, void it instead: easySales then raises a credit note for the whole invoice for you.

How it works

Section titled “How it works”
From an issued invoice to a credit note: create it on the invoice’s Credit notes tab, issue it and it is applied to its invoice up to what the invoice still owes; if credit is left over, apply it to other invoices, tick it under Available credits when recording a payment, or refund it up to what the invoice received.Issued invoiceCredit notes tabDraft creditnotereason and linesApplied to itsinvoiceup to what theinvoice still owesCredit left over?Donenothing remainingApply toinvoicesor tick it underAvailable creditsRefundup to what theinvoice receivedNew credit noteIssuenoyesyes

When you issue a credit note, it is applied to its own invoice first, up to what that invoice still owes. Anything left is Remaining credit for the customer: apply it to their other invoices in the same currency, use it when you record their next payment, or refund it.

What a credit note’s status can become: a draft is deleted or issued; an issued credit note can be cancelled, which keeps it on record and takes its credit back.Draftno number yet · noeffectDeletedleaves no traceIssuednumber CN- · appliedto its invoiceCancelledkept · its credittaken backDeleteIssueCancelcreditnote

Where to find it

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Select Credit notes in the sidebar, below Invoices. The list shows every credit note you can access. Search by credit note number, invoice number or account name, and filter by Status, a date range, the Account, or Has remaining credit to find credit still to use. Each row shows the Credit, Applied, Refunded and Remaining amounts; a draft or cancelled credit note shows none. You always create a credit note from the invoice it corrects, not from this list.

What you can do

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Permissions

Section titled “Permissions”

You need Credit Note List and View to find and open credit notes, Add and Edit to create and issue one, and Delete to remove a draft. Only the Administrator role has the Credit Note permission by default; ask an administrator to add it to your role under Roles. A role set to Own records only sees the credit notes whose salesperson it is.

Section titled “Related”