Credit Notes
Issue credit notes to adjust or reverse invoiced amounts.
Credit notes reduce the amount a customer owes, either partially or fully. Navigate to Sales > Credit Notes.
When to Use Credit Notes
- Returns - Customer returns goods
- Overcharges - Invoice amount was too high
- Discounts - Applying a post-sale discount
- Corrections - Fixing errors on a previous invoice
Creating a Credit Note
- Click New Credit Note
- Select the customer
- Optionally link to the original invoice
- Add line items for the credited amounts
- Apply tax rates as on the original invoice
Applying Credit Notes
A credit note can be:
- Applied to an invoice - Reduces the outstanding balance
- Refunded - Record a payment back to the customer
- Left as credit - Available to apply to future invoices
Sending Credit Notes
Click Send on a draft credit note to open the send dialog. You can send an email to the customer or just mark it as sent. Email history and resend are available on the detail page.
Journal Entry
When a credit note is created, dubbl records:
| Account | Debit | Credit |
|---|---|---|
| Sales Revenue | Amount | |
| Accounts Receivable | Amount |
This reverses the original invoice entry proportionally.
Viewing Credit Notes
The credit notes list shows all issued credits with status (Draft, Issued, Applied, Refunded) and remaining balance.
PDF Download
Credit notes can be downloaded as PDFs. The layout uses your configured template with your branding, accent color, and notes. To customize, go to Settings > Templates. See Templates for all available options.