Can I reference an original invoice?
Yes. Credit notes include an Original Invoice field.
Credit Note Builder
Create credit notes with credit note number, date, original invoice reference, credit reason, credit amount, customer details, notes, templates, local history, and PDF export.
Credit note fields
Record the original invoice, credit reason, and credit amount alongside reusable customer and business details.
Local credit note history
Save, duplicate, share, and delete credit notes while keeping document data in browser storage.
Required fields
- Customer
- Credit note number
- Original invoice
- Credit reason
- Credit amount
When to use it
- Returns
- Discount adjustments
- Billing corrections
Credit note example
Reference an original invoice and record the amount credited.
Frequently Asked Questions
Can I enter a credit reason and amount?
Yes. Credit Reason and Credit Amount are first-class fields.