How to Manage Credit Notes

Credit notes are available with Partner and Team. Starter includes payment reversal for correcting a payment without changing the sale.

Save Credit Draft keeps the credit in Draft without reducing the invoice balance. Only drafts can be edited or deleted from the detail page. Enter a valid calendar date when saving changes.

Open the draft and choose Apply to Invoice. After confirmation, the credit becomes Issued and reduces the linked invoice balance. The edit form does not change credit status.

To reverse a credit issued in error, choose Void Applied Credit and confirm. A voided credit no longer reduces the invoice balance and cannot be edited or reapplied.

Creating or applying a credit does not send money. Return money through your bank or payment provider, then record an eligible refund on the issued credit. A credit with a recorded refund cannot be voided.