Document type · Credit note
Document a reduction or correction against earlier billing.
Use Credit Note when you need to record an adjustment connected to an earlier invoice or transaction. The editor hides payment-due terms and labels the key reference Original invoice / reference.
What the credit-note editor supports
Adjustment lines
Describe the goods, services, quantity, price, tax, discount, or fee associated with the reduction or correction.
Original reference
Connect the document to the earlier invoice or transaction and explain the reason in the notes.
Consistent records
Use the same seller, client, branding, currency, local workspace, and PDF, PNG, or SVG export tools.
Before issuing a credit note
- Identify the original invoice or transaction accurately and state the reason for the adjustment.
- Verify whether amounts should be entered as positive adjustment values or require other treatment in your records and jurisdiction.
- InvoiceCraftly does not update an original invoice, accounting balance, tax return, or customer ledger automatically.
- Numbering, tax correction, timing, and required wording vary by jurisdiction and transaction.
Other document types
Choose the purpose first; you can change the type inside the editor without changing the selected visual layout.
Ready to prepare an adjustment?
Start a credit note