Review And Apply Credit Notes
Use the credit note detail page to review credit amounts, customer context, items, remaining balance, and invoice application.
The credit note detail page shows the credit note number, customer, linked invoice, item lines, subtotal, tax, total, amount used, amount remaining, reference, notes, and actions to edit, apply, or delete the credit note.
Open a credit note from Finance > Credit Notes or from a related invoice workflow.
Review The Credit Summary
Start with the summary panel:
- Confirm the credit note number.
- Confirm the customer or account.
- Check the linked invoice, if one exists.
- Review subtotal, tax, and total.
- Compare amount used against amount remaining.
- Review reference and notes.
If the credit note was created for a specific invoice, make sure the invoice relationship is correct before applying the credit elsewhere.
Review Credit Items
The items table shows descriptions, quantities, prices, tax labels, tax rates, and totals. Use it to confirm what the customer is being credited for.
Credit item descriptions should be clear enough to explain the correction later. For example, use specific language such as "Service discount for April invoice" or "Refund for duplicate setup fee" instead of a vague note.
Apply Credit To An Invoice
Use Apply when a remaining credit should reduce an open invoice. The apply dialog lists invoice options scoped to the credit note customer when possible.
Before applying:
- confirm the target invoice belongs to the same customer
- confirm the invoice still has an amount due
- check the credit note remaining balance
- enter only the amount that should apply now
- confirm currency matches the invoice
After applying, reload or review the invoice to confirm the amount due changed as expected.
Edit A Credit Note
Use Edit when the credit note was prepared incorrectly and has not already been applied in a way that would make the audit trail confusing.
If a credit has already been applied, consider whether a new correction is cleaner than editing the historical record. Finance reports should make it clear why balances changed.
Delete A Credit Note
Delete only credit notes that were created by mistake and have no useful history. If the credit note has been shared, applied, or used for accounting review, keep the record and document the correction instead.
Common Review Issues
- Credit is applied to the wrong invoice.
- Credit amount exceeds the intended correction.
- Tax on the credit does not match the original invoice.
- Notes do not explain why the credit exists.
- Amount remaining is left open after the customer issue is resolved.