Find credit notes and see where the credit went

The Credit Notes list shows every correction you’ve made to issued invoices, and where each one’s money went: off the invoice, applied to another, refunded, or still waiting as credit. Use it to see what customers can still use or be paid back.

Who can do this

Owners, and Staff whose Team has Open Credit Notes. Row actions show only when you have the right for them. Field users never see credit notes.

1. Open Credit Notes — Go to Billing › Credit Notes.

2. Read the cards — Credited this month is the total of credit notes issued this month. Credit to use is the credit customers still hold from credit notes, and how many customers hold it. Refunded this month is credit-note credit paid back this month.

3. Show credit still to use — Press Credit to use to list only credit notes with credit left. Press it again to clear it.

4. Filter — Use Where it went (Off the invoice, Credit left, Applied, Refunded) and Contact.

5. Search — Type in Search credit notes, invoices or reasons. It matches the number, customer, invoice number, reason and line names.

6. Open one — Click its row to open its page.

The Credit Notes list with the Credited this month, Credit to use and Refunded this month cards above the table, showing where each credit went

Reading a row

Each row shows the number with the reason under it, the customer, the invoice (a link), the date, the total, and Where it went: “Off INV-0016”, “Applied $1,000.00”, “Refunded $500.00”, “$4,000.00 left”, or a mix such as “Off INV-0016 · $4,000.00 left”. There’s no status badge; a credit note left unissued shows “Draft”.

The row’s menu offers View, Apply credit and Refund (while credit is left), Email credit note and Download PDF. Apply, refund and email open the credit note’s page with that step’s dialog. See Use a credit note’s credit.

What happened to a credit note

On its page, Activity lists, newest first: issued against the invoice (and by whom), emailed (or “Email failed”), credit applied to an invoice, refunded, and refund deleted, with who and when. View history shows every field change.

Tip

Your search, filters and page are kept in the address, so Back and bookmarks return to the same list. Clear filters resets it. The refresh button (Refresh list) reloads it in place, and so does coming back after 30 seconds away. If there are none yet, the list says “No credit notes yet”.

You can also find a credit note from the global search, or from the Credit notes section of the invoice it corrects.