Credit Note Details

The credit note detail page lets you view, edit, and manage individual credit notes. What you can do depends on the credit note's status.

Accessing Credit Note Details

You can reach a credit note detail page in two ways:

• From the invoice detail page — Click on a credit note listed under the invoice.
• From the Credit Notes list — Navigate to the credit notes section and click on a credit note.

Draft Credit Notes

While a credit note is in Draft status, you can:

• Edit line items — Add, remove, or modify line items (description, quantity, unit price).
• Edit VAT settings — Change per-line VAT percentages, exclusions, and tax categories.
• Edit reason — Update the reason for the credit.
• Edit notes — Add or change notes.
• Delete — Permanently remove the draft credit note.

Draft credit note detail page

Sending a Credit Note

Click Send to deliver the credit note to the client. See Credit Notes for details on the send process.

Viewing a Sent Credit Note

For sent or delivered credit notes, the detail page displays:

• Credit note number (e.g., CN-00001) and status.
• Original invoice — Link to the invoiced being credited, with its invoice number.
• Client name.
• Reason for the credit.
• Credit type — Full or partial credit.
• Line items with descriptions, quantities, prices, and VAT details.
• VAT breakdown — Grouped by rate and tax category.
• Subtotal, VAT, and total credit amount.
• Delivery information — Whether sent via Peppol, email, or both.

Available Actions

• Download PDF — Download the credit note as a PDF file.
• Cancel — Cancel the credit note with a reason. Status changes to Cancelled.

Sent credit note detail page

What's Next?

• Credit Notes — Return to the credit notes overview.
• Invoice Details — View the original invoice.
• Invoice Numbering — Learn about credit note numbering.