Credit notes

In simple words

Credit notes is part of Finance. Adjust invoices cleanly. This guide takes you through it in 7 short steps.

Where it fits in your work — Invoice. Create an invoice, send it with a payment link and track it until it is paid.

Before you start

• You need to be signed in to your company's workspace. Finance appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Credit notes belongs to Money in in Finance. Adjust invoices cleanly.

Step by step

1. 1

   Step 1

   Open Finance

   Sign in and open the Finance panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Credit Notes”

   In the left menu of Finance, open the page called “Credit Notes” (some pages sit inside a menu group — click the group to expand it).

3. 3

   Step 3

   Find what you need

   Type in the search box (“Credit note, invoice, customer”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
   • Status
5. 5

   Step 5

   Read the list

   Each row shows:

   • Credit Note
   • Invoice
   • Customer
   • Amount
   • Status
6. 6

   Step 6

   Other actions on this screen

   You will also see these buttons:

   • Cancel
7. 7

   Step 7

   Done

   Adjust invoices cleanly.

Tips

• The search box accepts: Credit note, invoice, customer. Start typing and the list narrows down.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Finance → Open “Credit Notes” → Find what you need → Narrow the list → Read the list → Other actions on this screen → Done

What it connects to

• CRM & Sales

  Won clients become customers you can invoice.

• Projects

  Milestones raise invoices; project costs feed profitability.

• HR & Payroll

  Payroll runs and salary payments arrive from HR.

• Procurement & Assets

  Matched vendor invoices become payables.

• Training

  Student fees and receipts.

What you will see on this screen

These are the parts of the Credit Notes screen, exactly as they appear in the product.

Why use Finance

Finance replaces accounting & invoicing software, on the same login and the same data.

• Books that close faster, from live transactions
• Customers pay online straight from the invoice
• Salary, vendor and project money posts itself — no re-entry
• Reports your accountant can use as they are

Who uses Finance

• Finance managers

  Approve payouts, watch cash flow and close periods.

• Accountants

  Post, reconcile and report from the ledger.

• Collections & receivables

  Send invoices and payment links and chase what is overdue.

• Auditors

  Read-only access to reports and the audit trail.

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