Credit notes

A credit note is a document that reduces what a client owes you, for example after an overcharge, cancelled work or a goodwill discount. It keeps the original invoice intact, so your history still adds up.

Create a credit noteCopy Anchor Link

1. Open Finance › Invoices, select the Credit notes tab, and select New credit note.
2. Choose the client.
3. Check the issue date and number. The number fills in automatically, and you can type your own, for example to match the invoice it corrects.
4. Add a line for each credit. Type a clear name, such as "Credit for cancelled onboarding session", and select Use "…" to keep it.
5. Check the currency. It starts in your workspace currency.
6. Save the credit note.

You're done when the credit note appears in the Credit notes tab with the amount you expect.

Apply it to an invoiceCopy Anchor Link

1. Open the credit note.
2. Select Apply credit.
3. Choose the client's open invoice and enter how much to apply.
4. Confirm.

You're done when the invoice's amount due drops by that amount.

The credit note shows how much has been used and how much is left, so you can apply the rest to a later invoice.

Take credit off an invoiceCopy Anchor Link

1. Open the invoice.
2. Open the … menu and select Remove credit.
3. Confirm.

You're done when the invoice shows the credit's amount as due again and the credit note shows that amount left to use.

Payments on the invoice aren't affected. If the credit was already synced to QuickBooks or Xero, remove the matching allocation there too; Agiled tells you when that's needed.

Good to knowCopy Anchor Link

• If the invoice is still a draft, just edit the invoice instead.
• Deleting an invoice gives its applied credit back to the credit note. Voiding an invoice keeps the credit on it, the same way payments stay.
• A credit note doesn't return money. If you are refunding your client, also refund the payment.
• Use Edit or Delete from the credit note's Actions menu to fix one made by mistake. Once a credit is applied, a new credit note is clearer than editing the old one.
• Credit notes appear on client statements.

RelatedCopy Anchor Link

• Manage invoices
• Record and manage payments