Issue credit notes
Issue GST-compliant credit notes to reverse part or all of a customer invoice when there is a refund, cancellation or billing correction.
A credit note is a formal reversal — fully or partially — of a sales invoice. Use it when a booking cancels, a line item was over-billed, or a service was not delivered. The credit note reduces the booking's billed total and creates an offset the customer can apply to future invoices or receive back as a refund.
When to use a credit note vs an invoice amendment
- Amend when the invoice went out with the wrong line items or figures and has not yet been paid. The amendment supersedes the earlier invoice.
- Credit note when the invoice has already been paid or partially paid, and you need to reverse the billed amount in a GST-compliant way.
Issue a credit note
Step 1: Open CRM → Credit notes
Click New credit note.
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Step 2: Pick the source invoice
The customer, booking, and billed amount pre-fill from the invoice.
Step 3: Pick which line items to credit
Credit the full invoice or tick specific line items. The reversed GST is computed automatically.
Step 4: Pick a reason
Pick from the reason master (Cancellation, Over-billing, Service not delivered, Price concession, Other). The reason appears on the PDF.
Step 5: Finalise and download PDF
Finalising stamps the next sequential credit-note number. The PDF is GST-compliant and references the original invoice number.
Refund flow
A credit note on its own only reverses the billing. If the customer wants money back, record a refund under CRM → Payments received with mode set to "Refund" and reference the credit note number.
What's next
- Invoices — the source document.
- Payments received — register the refund against the credit note.