Document guides / Credit note
The credit note: correct an invoice without starting over.
A credit note reverses part or all of an invoice that was already issued. It points to the original invoice, states why, and shows the amount credited.
When you would use a credit note.
You billed too much
A pricing error or a duplicate line.
Work was reduced or returned
Materials sent back or a job cut short.
A goodwill adjustment
A discount to settle a complaint.
A refund
Record the amount owed back to the client.
Top to bottom, what the page shows.
This is the order a client reads it in, and the same sections AeroInvoice puts on a credit note.
- Who and where
The client being credited.
- Reference
Which invoice it applies to and the reason.
- Line items
What is being credited.
- Totals
The credit amount, which is the headline.
- Notes
How the credit will be applied or refunded.
- Number prefix
- CRN
- Signed by
- Credit notes are not signed.
Tips
- Always name the original invoice number.
- Do not edit a sent invoice. Issue a credit note so the record stays honest.
Good to know.
Why not just edit the invoice?
Once an invoice is sent, changing it breaks your paper trail. A credit note keeps both documents intact.
Make your credit note in minutes.
Start free. It numbers itself, uses the right wording and shares your client and item details.