{"schema":"exacc.help.page/1","url":"https://exacc.au/help/create-credit-note/","title":"Create and apply a credit note","description":"Credit all or part of an invoice, send the credit note to the customer, and use it to reduce what they owe on this or another invoice.","category":"Invoicing & Payments","summary":"In **Manage Invoices**, open the **…** menu on the invoice and choose **Create Credit Note**. Exacc copies the invoice's lines as credits; adjust them to what you are crediting and click **Save & Post**. To use the credit, record a payment for the customer and allocate the credit note against their invoice.","lastVerified":"2026-09-29","apps":["app","mobile"],"processIds":["credit_note"],"start":{"label":"Open Manage Invoices","url":"https://app.exacc.au/{dbId}/sales/invoices"},"menuPath":["Business","Sales","Manage Invoices","…","Create Credit Note"],"steps":[{"step":1,"title":"Create it from the invoice","body":["Open **Business › Sales › Manage Invoices**, find the invoice and choose **…› Create Credit Note**. A draft credit note opens with every line of the invoice as a negative amount."],"url":"https://app.exacc.au/{dbId}/sales/invoices"},{"step":2,"title":"Adjust the lines","body":["Keep, change or remove lines so the credit note shows only what you are crediting. Amounts stay negative. Add a note in **Private Note** if you want a record of why."]},{"step":3,"title":"Post it","body":["Click **Save & Post**. (**Save as Draft** keeps it to finish later; the draft already exists, so delete it if you change your mind.) The credit note summary opens."]},{"step":4,"title":"Send it to the customer","body":["On the summary click **Send As E-Mail**, or download the PDF."]},{"step":5,"title":"Apply the credit","body":["Click **Create Payment for Invoice** on the summary, or open **Business › Sales › Payment** and choose the customer. The credit note shows in the list with a negative amount.","To simply offset it against an invoice, leave **Amount** at 0, click **Pay** on the credit note row and on the invoice row (or **Allocate in Order**), choose a **Method** and **Account**, and **Save**. If the customer also pays the rest, enter that as the Amount."],"url":"https://app.exacc.au/{dbId}/sales/new-payment"}],"sections":[{"heading":"Finding credit notes","body":["They are listed with invoices in **Manage Invoices** (Type shows **Credit Note**). A credit note is Draft or Finalised; what is left of it shows as its due amount."]},{"heading":"On the mobile app","body":["Tap a finalised invoice in the **Invoices** tab and choose **Create Credit Note**, edit it and **Save & Post**. On the credit note, **Payment** records a quick payment against it."]}],"faqs":[{"q":"Can I refund the customer from a credit note?","a":"There is no refund button yet. Talk to your accountant about how to record a refund in your books."}],"related":["https://exacc.au/help/manage-invoices/","https://exacc.au/help/record-customer-payment/","https://exacc.au/help/create-invoice/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}