How to create a credit note

A credit note adjusts an invoice that was already issued. Use it when you need to refund, correct, or partially reverse a customer invoice without deleting the original document. The source invoice must be issued first — see how to view and manage invoices for the list.

When you can create a credit note

1. The original invoice must be issued or sent — not a draft.
2. Credit notes, void invoices, and Veri*Factu test invoices cannot be used as the source.
3. You need write access to invoices in your organization.

Create the credit note

1. Open Sales and then Invoices.
2. Find the invoice you want to adjust.
3. Open the row actions menu (three dots) for that invoice.
4. Select Credit note.
5. Confirm the action when prompted.
6. Fiscora creates a linked credit note you can review and issue.

After creation

1. Open the new credit note to verify amounts, client details, and line items.
2. Issue the credit note when the data is correct so it appears in your records and reports.
3. If the customer already paid, see how to mark an invoice as paid on the original invoice.