Credit Notes

Credits against platform invoices — adjustments to bills, not a rewrite of the purchase order as source.

Bill adjustments

Credits on invoices you already issued

Credit notes reverse or reduce platform invoices. They do not quietly rewrite the purchase order.

Finance → Credit notes Route /finance/credit-notes Org flag creditNotesEnabled Finance Manager · Admin

Pick the invoice, issue the credit with a reason, confirm the bill balance.

Finance managers and admins. Customers receive the credit document.

Find invoice, credit, post, confirm details.

Overbilling. Scope cut after invoice. Goodwill. Duplicate bill.

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Against invoices

PO is still the contract. Write-offs are a different instrument.

Pick the bill, issue the credit, confirm balances.

flowchart TD
  A[Open Credit notes] --> B[Select invoice]
  B --> C[Amount / reason]
  C --> D[Post]
  D --> E[Invoice balance updates]

Credit notes adjust invoices. Write-offs abandon collectability. PO amendments change the contract.

1. Always against a bill

Do not credit a PO as if it were an invoice.

2. Reason codes

Audit will ask.

3. Masking

Customer commercials still persona-limited.