A credit note is used when an invoice must be fully or partially reversed — e.g. incorrect billing, returned goods, or an agreed discount after invoicing.
Before you start
The original invoice exists (preferably in Payfriend)
Permission to create credit notes
Accounting connected if the credit note should post there
Steps
1. Find the invoice or open credit notes
Open Invoices, select the invoice, or go to the credit note list if you have a separate menu item.
2. Create credit note
Choose Create credit note. Link customer and preferably the original invoice.
3. Enter amount and reason
Full or partial credit. Add a reason so bookkeeper and customer understand why.
4. Save as draft or apply
Draft — editable
Applied — reduced from customer balance
After sync: synced to accounting
5. Send to the customer if needed
If they need documentation, send the credit note via the same channels as invoices.
Check that it worked
Credit note has expected status
Customer outstanding is reduced
Mirrored in e-conomic/Dinero/Billy after sync
Common issues
Symptom | Cause | Fix |
Can’t credit more than remaining | Amount cap | Credit only what’s outstanding |
Missing in accounting | Sync / integration | Check Integrations |
Double credit | Created twice | Void the wrong one if possible |
Next steps
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