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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.