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Credit notes

The accounting-clean correction for a sent invoice.

When to use one

A returned item, a pricing correction, a discount granted after the fact: the fix is a credit note against the original invoice — never an edit to a document that was already sent.

Linked, not floating

Each credit note is linked to the invoice it adjusts, so the customer's balance and your reports stay truthful.

Approval

Credit notes can require approval like other sensitive actions, with the amounts laid out for the person deciding.

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