Credit notes

A credit note cancels an invoice you have already sent, in full or in part. It is the legal way to correct a mistake or to cancel an invoice.

When to use a credit note

• You sent an invoice with the wrong amount or the wrong VAT rate
• The client wants to cancel an order after it was invoiced
• You need to grant a discount after the fact

Creating a credit note

1. Open the invoice concerned (status Sent or Paid).
2. Click the ... menu (three dots) at the top right.
3. Select Credit note.
4. A confirmation dialog shows the amount that will be cancelled. Click Create credit note.
5. You land on the credit note, as a draft. Check the amounts.
6. Click Send to deliver the credit note to the client.

Correcting a VAT mistake

If you sent an invoice with the wrong VAT rate:

1. Create a credit note on the wrong invoice (see above).
2. Send the credit note.
3. Create a new invoice with the correct VAT rate.

What happens technically

• The credit note is an invoice of type CREDIT_NOTE carrying negative amounts.
• It is linked to the original invoice automatically. You can navigate from one to the other.
• Both documents (invoice + credit note) appear in your lists and in your accounting exports.

FAQ

Can I edit an invoice that has already been sent?

No. A sent invoice is a fixed legal document. To correct it, create a credit note and then a new invoice.

Can I delete a credit note?

While it is a draft, yes. Once sent, it can no longer be deleted.

Does the credit note cancel the invoice automatically?

No. The original invoice keeps its status. The credit note is a separate document that offsets the amounts. Both stay visible in your accounts.