Credit Notes
Credit notes are used to adjust or partially reverse an invoice. If you need to reduce the amount owed by a client, correct a billing error, or process a refund, a credit note is the way to do it while keeping a clean audit trail.
Getting There
- Event credit notes — Open an event and click the Credit Notes tab
- From an invoice — Open an invoice and click Create Credit Note
- All credit notes — Click Credit Notes in the sidebar for a global list
Credit Note Types
Credit notes mirror the invoice types:
| Type | Purpose |
|---|---|
| Client | Adjusts a client invoice (reduces what the client owes) |
| Supplier | Adjusts a supplier invoice (reduces what you owe) |
| Refundable | Adjusts a refundable deposit invoice |
Creating a Credit Note
From an Invoice
The most common way to create a credit note:
- Open the invoice you want to adjust.
- Click Create Credit Note.
- Select which line items to credit, or enter a custom amount.
- Optionally tick Auto-authorise to immediately authorise the credit note.
- Optionally tick Auto-allocate to automatically apply the credit to the source invoice.
- Click Save.
Standalone Credit Note
You can also create credit notes independently:
- Go to the event's Credit Notes tab.
- Click Create Credit Note.
- Build the line items using the same options as invoices (fixed amount, percentage, from costs, etc.).
- Click Save.
Credit Note Lifecycle
| Status | Description |
|---|---|
| Draft | Initial state. Editable. |
| Authorised | Approved and numbered. Can be allocated to invoices. |
| Paid | Fully allocated (remaining credit is zero). |
Authorising a Credit Note
- Open the credit note.
- Click Authorise.
- A credit note number is generated and the status changes to Authorised.
If you have an accounting integration, the credit note is pushed to your accounting system.
Allocating Credit Notes to Invoices
Once a credit note is authorised, you can allocate it to one or more invoices to reduce their balances:
- Open the credit note.
- Click Add Allocation.
- Select the invoice and enter the amount to allocate.
- Click Save.
The allocated amount reduces the invoice's Amount Due. If the invoice is fully covered, it transitions to Paid status.
You can split a credit note across multiple invoices — for example, applying part of a £500 credit note to two different invoices.
Remaining Credit
The credit note tracks its remaining credit — the total amount minus all allocations. Once the remaining credit reaches zero, the credit note is marked as Paid.
Downloading a Credit Note PDF
Click Download on an authorised credit note to get a PDF document, formatted using your configured template.
Frequently Asked Questions
Q: What's the difference between voiding an invoice and creating a credit note?Voiding completely cancels an invoice as if it never existed. A credit note is a formal adjustment document that reduces the balance while keeping the original invoice on record. Use credit notes for accounting accuracy.
Q: Can I allocate a credit note to an invoice on a different event?Credit notes are typically allocated to invoices on the same event. The allocation interface shows invoices associated with the credit note's event.
Q: Can I delete a credit note?Draft credit notes can be deleted. Authorised credit notes cannot be deleted but can be managed through your accounting workflow.