The "Credit notes" page lets you manage all the credit notes you've issued. It is located in "Invoicing", then "Credit notes". A credit note is a document that cancels or corrects a previously issued sales invoice. It is used for returns, invoicing errors, or after-the-fact discounts.
Creating a credit note
There are two ways to create a credit note:
- From an existing sales invoice: This is the most common and easiest method. On the detail page of a sales invoice, the "Credit note" button allows you to generate a credit note that automatically takes over the information from the original invoice. This is ideal for quickly correcting an error. All you have to do is delete the lines that are not deducted from the original invoice, and keep only what is credited.
- From the "Credit notes" page: You can also create a credit note independently by clicking on the + Add credit note button. This can be useful if the credit note refers to an older invoice created outside Fidly.
In both cases, it is possible to add new lines with new descriptions, for example to grant a discount for an item accepted despite a delivery problem.
List overview
The "Credit notes" page gives you an overview of all the credit notes you have issued.
This list allows you to :
- Search: A search field lets you quickly find a credit note by entering the customer's name or a keyword.
- View status: The Sending status column shows you whether the credit note has been sent or is still pending.
- Manage validation: The Validation column shows you the status of the credit note, e.g. "Pending" before it is sent.
- Grouped actions: You can select several credit notes at once to Download or Approve them as a group.
3. Credit note details
Clicking on a credit note in the list takes you to a detailed view similar to that of a sales invoice, where you can check its contents and status. Here you can perform the same actions as on an invoice, such as downloading or posting. Note that it is very easy to switch from the credit note to the associated invoice and vice versa via the "Linked invoice" and "Associated credit note" links .
