Credit notes

A credit note reduces or cancels an invoice. Use it for returns, discounts after the fact, or to correct a mistake.

1. Open the invoice and choose More → Create credit note.
2. Credit the full invoice, or edit the lines to credit part of it.
3. Add a reason — it's required on e-invoices.
4. Choose Send. The credit note goes through the same channel as the original invoice.

What happens to the balance

If the invoice is unpaid, the credit note reduces what the customer owes. If it's already paid, the customer has a credit you can refund or use against a future invoice.