What is a credit note?
A credit note is a document used to reduce or reverse an amount previously invoiced. It serves as official documentation that a client owes less than originally billed.
Credit notes
Create credit notes for invoice corrections
Generate credit notes when you need to adjust, reduce, or reverse invoice amounts. Involy keeps correction documents organized with your invoice workflow. A credit note is a document used to reduce or reverse an amount previously invoiced — for refunds, returns, billing errors, or agreed adjustments.
Create credit notes for refunds, errors, and invoice adjustments.
Add client details, items, tax, and totals.
Export credit notes as PDF files.
Keep credit notes beside original invoice records.
Useful for billing corrections and account records.
Part of Involy Pro document tools.
Link credit notes to original invoices for audit trail.
Support for full and partial credit amounts.
How to create credit notes for invoice corrections
- 1
Upgrade to Pro and select Credit Note
Credit notes are available on Pro and Premium plans. From the dashboard, select Credit Note from the document types.
- 2
Link to the original invoice
Select the original invoice you need to adjust. The credit note will reference the original document number.
- 3
Specify the reason for the credit
Choose the reason: refund, returned goods, billing mistake, or agreed reduction. Add a description explaining the adjustment.
- 4
Enter the credit amount
Add the items or amounts to be credited. You can credit the full invoice amount or a partial amount.
- 5
Export and send to client
Download a professional PDF credit note and send it to the client. The credit note reduces the amount owed on the original invoice.
Frequently Asked Questions
Can I create credit notes online?
Yes. Involy supports credit note creation and PDF export. Credit notes are available on Pro ($5/mo) and Premium ($10/mo) plans.
When should I issue a credit note?
Issue a credit note for refunds, returned goods, billing mistakes, or agreed invoice reductions. It formally documents the adjustment to the original invoice.
What is the difference between a credit note and a refund?
A credit note is a document that reduces the amount a client owes. A refund is the actual return of payment. A credit note often precedes or accompanies a refund.
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