A credit note reverses value back to a customer — for returns, corrections or goodwill. You can credit a specific invoice (the note prefills from it) or enter explicit lines. As with invoices, tax is computed on the server from each line’s tax code.
Before you start
- The customer must exist as an AR customer.
- Decide whether you are crediting a source invoice or entering lines from scratch — you need at least one of the two.
Steps
-
Open Accounting → Receivables → Credit Notes and start a new credit note.
[screenshot: New credit note form]
-
Select the Customer (
acc_customer_id, required). -
Optionally choose a Source invoice (
acc_invoice_id) to credit — the note prefills its lines from that invoice. -
Set the Credit note date (
credit_note_date, required) and Currency (required, three-letter code). Optionally add an FX rate, a Reason (up to 500 characters) and a Branch code.[screenshot: Credit note header]
-
Add Lines if you are not crediting from a source invoice. The lines block is optional overall, but if you add lines each row needs a Quantity and Unit price, plus either a Product (
supply_product_id) or a Description. A Tax code is optional per line. You must supply either at least one line or a source invoice — otherwise the note is rejected.[screenshot: Credit note line grid]
-
Save and issue. Tax is calculated server-side from each line’s tax code.
Result
The credit note is issued against the customer, reducing what they owe. Where a source invoice was selected, the note ties back to it for a clean audit trail.