Issue a credit note or refund.
Credit a customer for returned items, overcharges or cancellations — reference the original invoice and export a branded PDF.
How to write a credit note
- Add a credit note number and the invoice it relates to.
- Fill in the customer you’re crediting.
- List the items or amounts being credited — the total calculates automatically.
- Add a short reason, then download the branded PDF.
When you need a credit note
Issue a credit note when you’ve already sent an invoice but the amount needs to come down — a customer returned part of an order, you billed too much, or a job was cancelled. It keeps your books accurate without deleting the original invoice.
Credit note vs refund
A credit note records that money is owed back to the customer; a refund is the actual payment. A credit can be refunded immediately or held against the customer’s next invoice — note which on the document so everyone’s clear.
Frequently asked questions
What is a credit note?
A credit note is a document that reduces what a customer owes, usually issued against a specific invoice after a return, overcharge or cancellation.
How is it different from an invoice?
An invoice asks the customer to pay; a credit note gives value back to the customer. It’s effectively a negative invoice.
Should I reference the original invoice?
Yes. Linking the credit note to the original invoice number keeps your records reconciled — there’s a field for it in the tool.
Can the credit be refunded or applied later?
Either. You can refund it now or apply it against the customer’s next invoice; note which in the document.
Is it free?
Yes, completely free with no signup.