Credit notes

A credit note is its own document with its own number — a way to credit a user for a specific amount without editing an existing invoice.

Create one

Go to Customers > Credit notes and select New credit note. Pick the User, the net Price, optionally a Number of your own choosing, an issue date, and a comment.

New credit note form: a note that the user's tax rate is stored as a snapshot, User democompany Demo Company, Price (net) 2.50, Number DEMO-1, Issue date, Comment Demo credit note for the wiki screenshot set, and a Create credit note button. — A new credit note — the number is optional; the tax rate is captured at creation time.

The page's own note matters: the user's tax rate is stored as a snapshot at the moment the credit note is created. If that user's tax rate changes later, this credit note keeps the rate it was made with.

What each field means

Field	Meaning
`User`	Who the credit note is for.
`Price (net)`	The credited amount before tax; the gross amount is worked out from the user's tax rate.
`Number`	Optional — leave it blank and the credit note simply has no number, or set your own.
`issue_date`	Defaults to now if left blank.
`comment`	A free-text note stored on the credit note.

The list

Go to Customers > Credit notes. Each row shows its date, number, user, net and gross amount, and status (here "unpaid"), and can be filtered by user, number or status.

Credit notes list with one row: date 24.9.2026, number DEMO-1, user democompany Demo Company, Net 2.50, Gross 2.50, status unpaid, Delete button. — The credit notes list — the demo credit note, 2.50 EUR.

The credit note itself

Click a row to open the credit note's own page: its status, issue date, net/gross amounts, an editable Comment with its own Save comment button, and — while it's still unpaid — Mark as paid and Delete.

Credit note DEMO-1 detail page: democompany Demo Company, Status unpaid, Issue date 24.9.2026 17:48:16, Net 2.50, Gross (incl. tax) 2.50, Payment date dash, Mark as paid and Delete buttons, and a Comment box with Demo credit note for the wiki screenshot set and a Save comment button. — A credit note's own page — status, amounts, and its comment.

Check

After creating one, it should appear immediately at the top of the list with the amount and number you entered.