Credit/Debit Notes

Credit/Debit Notes app allows to:

  • Issue credit notes
  • Credit a customer account
  • Use credits in an invoice
  • Make a refund
  • Issue debit notes
  • Receive a refund

Working with credit notes

A credit note is a commercial document issued by a vendor to a customer when there has been an error in an invoice, such as incorrect amount, or when a customer wishes to change the order or return some goods.

Issuing a credit note

After installing the app, a new Credit Notes menu item will be added under the Sales section. Here you can issue new credit notes.

Credit notes section

Also, you can quickly create a credit note right from an invoice.

Create credit notes from an invoice

In this case all credit note's fields will be prefilled with the data from the invoice.

Set the Credit Customer Account switch to the appropriate position depending on whether you want to credit a customer's account or make a refund.

Credit Customer Account switch

Using credits

If you set it to the Yes then the credit note's amount will be added to a customer account as credits after a credit note is marked as sent. You can use them to fully or partially paid an invoice.

Use credits button

Use credits menu item

Use credits modal

Making a refund

In case you set the Credit Customer Account switch to the No you will be able to refund some amount to a customer. You can use any of available accounts and payment methods to do this.

Make refund menu item

Make refund modal

Customer details

The list of credit notes and their total count are also available in the Customer details.

Make refund menu item

Settings

You can customize credit note's settings using the standard Akaunting's settings section. Here you can set a number prefix, a number digit, next number, a title, a subheading, notes, a footer text and a template.

Settings card

Settings form

Choosing a template

Working with debit notes

A debit note is a commercial document issued by a customer to a vendor to indicate or request a return of funds due to incorrect or damaged goods received or purchase cancellation.

Issuing a debit note

After installing the app, a new Debit Notes menu item will be added under the Purchases section. Here you can issue new debit notes.

Debit notes section

Also, you can quickly create a debit note right from a bill.

Create debit notes from a bill

In this case all debit note's fields will be prefilled with the data from the bill.

Receiving a refund

It is possible to receive a refund from a vendor after a debit note is marked as sent. You can use any of available accounts and payment methods to do this.

Receive refund menu item

Receive refund modal

Settings

You can customize debit note's settings using the standard Akaunting's settings section. Here you can set a number prefix, a number digit, and next number.

Settings card

Settings form

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