Credit notes

A correction that leaves the original invoice visible, rather than cancelling it outright — the right tool once an invoice has money against it and something still needs adjusting.

When you would use this: refunding a customer, correcting an invoice that has already been paid against, or crediting an overcharge — anywhere cancelling the original would erase money that genuinely moved.

Issuing one: choose the customer, optionally the invoice it relates to (shown for reference, never summed into it directly), and an amount. Its own permission is separate from raising or editing invoices, since moving money back to a customer is its own authority.

Statuses: Open, while there is still balance on it to apply; Closed, once it has all been used against invoices; Void, if you cancel the credit note itself. What remains on an open one is worked out from what it has actually been applied to, the same way an invoice's balance is, rather than being a number you edit by hand.

Applying it: use a credit note's balance against one or more of the customer's invoices; each application reduces both the credit note's remaining balance and the invoice's own outstanding amount.

What happens next: the original invoice is untouched and stays fully visible — what happened is on the record, not written over.

A narrower view: a role with only its own invoices sees its own credit notes the same way, without the firm-wide totals shown to a full reader.

When it refuses: "You cannot issue credit notes" means you can see them but not create one — ask an Owner or Admin.