{"id":20478,"date":"2025-12-26T12:15:57","date_gmt":"2025-12-26T11:15:57","guid":{"rendered":"https:\/\/www.accountable.eu\/help-center\/how-to-refund-a-client-or-cancel-an-invoice-with-a-credit-note\/"},"modified":"2026-04-09T13:30:57","modified_gmt":"2026-04-09T11:30:57","slug":"how-to-refund-a-client-or-cancel-an-invoice-with-a-credit-note","status":"publish","type":"help_center","link":"https:\/\/www.accountable.eu\/en-be\/help-center\/how-to-refund-a-client-or-cancel-an-invoice-with-a-credit-note\/","title":{"rendered":"How to refund a client or cancel an invoice with a Credit Note?"},"content":{"rendered":"

\n

It may happen that you need to cancel a sales invoice, and\/or refund part of your income to a client. This can be easily done by issuing Credit Notes. In this article, we explain how this works and what to do in the app.<\/b><\/p>\n

\n

\n

What is a Credit note?<\/b><\/h1>\n

A credit note is an official legal document which you would provide to your client, in order to confirm that credit is being applied to their account.<\/p>\n

\n

When do you need to issue a Credit note?<\/p>\n

    \n
  • \n

    Purchase returns \/ rejected service <\/p>\n<\/li>\n

  • \n

    Overpayment on the original invoice<\/p>\n<\/li>\n

  • \n

    Price under\/over statement on the original invoice<\/p>\n<\/li>\n

  • \n

    Goods damage in transit<\/p>\n<\/li>\n<\/ul>\n

    It is a method to release\/issue full or partial refunds for invoices that have paid out already or when there is a need to cancel all invoice in full or partly.<\/p>\n

    \n

    \n

    Why do you need to issue a Credit note?<\/b><\/h1>\n

    The reason behind issuing a credit note is to keep your accounting records in order, without deletion of any previous invoices or documents. For example: If your client return goods back to you against which the invoice and payment is already issued, rather than deleting the invoice and paying back off the record, a credit note is issued against the invoice to offset the impact. A credit note also offsets the VAT portion of your invoice.<\/p>\n

    \n

    In practical terms, a Credit note adds a negative income into your accounting, and will reduce your income.<\/p>\n

    Your accounting will look like so:<\/p>\n

      \n
    • \n

      Original invoice = +100\u20ac<\/p>\n<\/li>\n

    • \n

      Credit note for partial refund = -50\u20ac<\/p>\n<\/li>\n

    • \n

      Total income = +50\u20ac<\/p>\n<\/li>\n<\/ul>\n

      \n

      \n

      What should be included in Credit Note?<\/b><\/h1>\n
        \n
      • \n

        The date of issuance<\/p>\n<\/li>\n

      • \n

        Credit Note number (CN), to enable tracking and search-ability<\/p>\n<\/li>\n

      • \n

        Payment Terms<\/p>\n<\/li>\n

      • \n

        Customer reference number<\/p>\n<\/li>\n

      • \n

        Contact details (Company name, address and VAT number if necessary)<\/p>\n<\/li>\n<\/ul>\n

        \n

        How to create a credit note in the app?<\/b><\/h1>\n
          \n
        • \n

          From the revenue screen, simply click the “+” button > Create credit note<\/p>\n<\/li>\n

        • \n

          Add the details of your credit note<\/p>\n<\/li>\n

        • \n

          Finalize the document and send it to your client<\/p>\n<\/li>\n<\/ul>\n

          <\/div>\n

          \n

          It is also possible to create a credit note directly from an existing invoice: <\/b><\/p>\n

            \n
          • \n

            Select the invoice<\/p>\n<\/li>\n

          • \n

            Click on the button with the “3 little dots” > edit invoice > create a credit note :<\/p>\n

            \n<\/li>\n<\/ul>\n

            <\/div>\n

            \n

            How to create a credit note on the web?<\/b><\/h1>\n
              \n
            • \n

              From the revenue screen, simply click the”three dots” button > Create credit note<\/p>\n<\/li>\n

            • \n

              Add the details of your credit note<\/p>\n<\/li>\n

            • \n

              Finalize the document, download it and send it to your client<\/p>\n

              \n<\/li>\n<\/ul>\n

              <\/div>\n

              It is also possible to create a credit note directly from an existing invoice: <\/b><\/p>\n

                \n
              • \n

                Select the invoice<\/p>\n<\/li>\n

              • \n

                Click on the button with the “pencil” to edit invoice > create a credit note:<\/p>\n

                \n<\/li>\n<\/ul>\n

                <\/div>\n","protected":false},"excerpt":{"rendered":"

                What is a credit note on sales, and how to create one in the app?<\/p>\n","protected":false},"featured_media":0,"template":"","class_list":["post-20478","help_center","type-help_center","status-publish","hentry"],"acf":[],"yoast_head":"\nHow to refund a client or cancel an invoice with a Credit Note? - Accountable<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.accountable.eu\/en-be\/help-center\/how-to-refund-a-client-or-cancel-an-invoice-with-a-credit-note\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to refund a client or cancel an invoice with a Credit Note? - Accountable\" \/>\n<meta property=\"og:description\" content=\"What is a credit note on sales, and how to create one in the app?\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.accountable.eu\/en-be\/help-center\/how-to-refund-a-client-or-cancel-an-invoice-with-a-credit-note\/\" \/>\n<meta property=\"og:site_name\" content=\"Accountable\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-09T11:30:57+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/downloads.intercomcdn.com\/i\/o\/583585222\/1fb991c6c4719556c3d640c8\/ezgif.com-gif-maker+%2852%29.gif?expires=1775736000&signature=d00742f15f2fe8fdeb1a998b82e3ce2b6ab0bc14661e2f64e3c31a07ed5807b4&req=cSgkE8F7n4NdFb4f3HP0gHV2wAexCk2hAVoqlEzdaQb1AMklNY%2Faz3L1xqk6CBE%3D\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.accountable.eu\/en-be\/help-center\/how-to-refund-a-client-or-cancel-an-invoice-with-a-credit-note\/\",\"url\":\"https:\/\/www.accountable.eu\/en-be\/help-center\/how-to-refund-a-client-or-cancel-an-invoice-with-a-credit-note\/\",\"name\":\"How to refund a client or cancel an invoice with a Credit Note? 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