A credit note cuts or cancels part or all of an invoice you already sent. Use one after a return, an overcharge or an agreed discount. It points back to the original invoice and shows the amount credited. Some places call it a credit memo.
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Not legal or tax advice. Rules for credit notes differ by country and state. Check the ones that apply to you.
In Invio, put the original invoice number and date, the reason, and whether it's a refund or a credit in the notes.
These are common items, not a legal checklist. Rules differ by country and state, so check yours.
Yes. Pick Credit Note in the Document title setting. The PDF is headed Credit Note and has no due date. Give it its own number. There's no field for the original invoice, so put its number and the reason in the notes. The total still reads Total.
A credit note cuts what a customer owes on an invoice you already sent. People use one for returns, overcharges or agreed corrections. The original invoice stays as it was.
The words Credit Note and a unique number, the date, the original invoice number and date, your details and the customer's, the items credited, the reason and the total credited. Say whether it's a refund or a credit. If the original invoice showed tax, the credit note may need to show it too, so check your local rules.
Many businesses leave a sent invoice alone and issue a credit note. Then the original and the fix both stay on file. Some places have rules about changing issued invoices, so check your local rules.
No. It can refund money. It can lower the balance on an open invoice. Or it can count against a future invoice.
It depends on where you are and whether the original invoice charged tax. Check your local rules or ask an accountant. If the invoice showed tax, the credit note may need to show tax on the credited amount. This is general information, not tax advice.
Yes. Pick Credit Note in the Document title setting. The PDF is headed Credit Note and has no due date. Give it its own number. There's no field for the original invoice, so put its number and the reason in the notes. The total still reads Total.