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Issuing a credit note
Issuing a credit note

How to issue a credit note against a sales invoice

Steven Anderson avatar
Written by Steven Anderson
Updated over a week ago

In the business world, if you need to change the value of an invoice that has already been sent to a client, you must first issue them with what is known as a Credit Note. This is essentially a refund, that let’s your client know the initial invoice you sent them is now void.

You can follow the below steps to reverse the entire invoice, or reverse only a portion.

To issue a credit note, there must first be an invoice against which a credit can be raised. If you've not yet raised a sales invoice, you can find an article on that here.

First up, navigate to the Sales tab within Ember, and find the invoice which you wish to reverse. Then click into the tile to open up this invoice.

Next, click the three dots in the top right hand corner of the invoice.

Then, from here, click reverse invoice. You will have the option after this to reduce the amount you are reversing to credit a partial refund, as opposed to a full refund.

After this, you will then be asked to either create the credit note, or delete the invoice. We recommend creating credit notes if invoices are disputed, as opposed to deleting invoices, to keep a full accounting trail.

Next, you will see the entire invoice recreated but as a credit note. There are some key differences to note however. The date will be todays date, not the date the invoice was raised, and the reference number will be a credit note number, as opposed to a sales invoice number.

To credit note will default to being a full refund. If this is what you were intending, then you can click the three dots in the top right hand corner to send the credit note via email, or mark this as sent to approve it.

If you were looking to create a partial refund, then you can edit the line item to reflect how much of a credit you wish to give. In this example, there is a 50% credit. You can add notes to the line item to if you wish.

After this, click the three dots in the top right hand corner to send the credit note via email, or mark this as sent to approve it.

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