Overview invoices

đź§ľ Creating a Credit Note

🔄 When to Use a Credit Note

If you need to refund a customer but cannot cancel the original invoice—perhaps because it’s older than 90 days or due to specific payment methods (i.e. SEPA Online) — you can issue a credit note with a negative amount.

This negative invoice adjusts your accounting records and facilitates the refund process.

📝 1. When to create a credit note

Create a credit note in the following cases:

  • âś… Automatic SEPA debits were successful:
    These cannot be refunded directly. If you attempt to refund, the customer might still issue a chargeback, resulting in a double refund.
  • âś… Online invoices older than 90 days:
    Refunds cannot be issued through the payment provider after this period.
  • âś… Partial refunds needed:
    You can only partially refund an invoice by issuing a credit note.

🛠️ 2. How to Create a Credit Note

2.1. Create a New Article:

  • Go to Products > Articles.
  • Click on Add Article.
  • Name the article (e.g., “Credit Note” or “Refund”).

Go to the menu Products > Articles and create a new article.
You can name the article "Credit note" or "Refund" for example.

 2.2. Set the Amount and VAT:

  • Enter the refund amount as a negative number (e.g. -€50.00).
  • Select the same VAT account used in the original sale.

2.3. Sell the Article to the Customer

  • Navigate to Financials > Selling.
  • Select the customer to be refunded.
  • Add the credit note article and choose the appropriate payment method (e.g. Bank Transfer or Cash).
  • You can adjust the amount again before finalising the sale.
  • The system will automatically generate a negative invoice. 

 


 

đź’¸ 3. Transfer the Refund

Once the credit note is created, manually transfer the refund amount to the customer’s bank account or refund them in cash, depending on the selected payment method.