Create a credit note¶

A credit note takes back from the customer what an invoice claimed too much: a discount granted afterwards, an allowance for an imperfect delivery, an end-of-period rebate, or the plain cancellation of the invoice. It is written from the invoice concerned, or alone when no invoice carries it.

Prerequisites¶

The SALES.CREDIT_NOTE.WRITE right to write a credit note, SALES.CREDIT_NOTE.READ to read it back
For a credit note on an invoice: an invoice validated or cancelled, and the SALES.INVOICE.WRITE right — the button lives on the record of the invoice
For a standalone rebate: the customer, the date and the amount that justify it

Steps¶

1. Open the credit note from the invoice¶

On the record of the invoice, press Create a credit note. The button only shows on a validated or cancelled invoice: a draft is corrected, it is not repaired.

2. Pick the nature of the credit note¶

The Create a credit note on the invoice dialog asks for the Nature of the credit note:

Discount as a percentage and Discount as an amount;
Allowance as a percentage and Allowance as an amount;
Rebate as a percentage and Rebate as an amount;
Invoice cancellation.

Then the Issue date, required, set on today. A nature measured on a rate asks for a Percentage, a nature measured on an amount for an Amount; the invoice cancellation asks for neither. The base of the reduction the server draws from the invoice itself.

Confirm: the credit note is written and its record opens.

3. Or create a standalone rebate¶

A rebate owed to a customer no invoice of the module carries is written from Sales › Credit notes, through New rebate. The Create a rebate dialog asks for three things: the Customer, the Issue date and the Amount, all required. The module numbers and dates the credit note itself.

4. Complete the lines of the draft¶

A credit note is born as a draft. As long as it is one, Add a line opens the same dialog as on the other documents, and its lines are edited and removed. Its totals — Untaxed amount, Discount, Net commercial, taxes, Total with taxes — are computed again under them.

5. Validate, then send¶

Validate stops the credit note, after confirmation. Send is then offered to a validated credit note alone: it is the one that marks the credit note as gone to the customer.

Cancelling a credit note has an end

Cancel the credit note stays offered on a draft and on a validated credit note, no further: one already sent is no longer cancelled. The Credit notes list offers the same cancellation straight on the row, under the same rule.

6. Find the credit note again¶

The origin invoice lists its credit notes under its totals — Reference, Nature, Date, Status, Total with taxes — and Open leads to each of them. The Sales › Credit notes list gathers them all, narrowed by text, by Status and by period.

The fiscal transmission of a credit note is not driven from here yet

The record of a credit note shows its Tax status and the Rejection reason where there is one, but it does not offer the transmission buttons the record of an invoice carries.

What next?¶

Changelog¶

1.0 (August 27, 2026): document created.