Creating a credit note
A credit note cancels all or part of an invoice — for example when a customer overpays, returns goods, or receives a discount after the invoice has been sent. In Trade2Base, credit notes are linked to the original invoice and appear in your VAT report.
How to create a credit note
Find the invoice from the Invoices list or from the job's Invoices tab. Click Create credit note to open the credit note form.
Enter the amount you want to credit. You can credit the full invoice value or any partial amount up to the invoice total.
Type a reason in the Reason field. This appears on the credit note document sent to the customer, so keep it clear and professional.
The customer receives the credit note by email and can see it in the portal linked to the original invoice.
If the customer has already paid, Trade2Base records the outstanding credit on their account for use against future invoices.
Credit notes appear in your VAT report as a negative entry for the relevant period. They do not automatically issue a refund — if a cash refund is needed, process it through your bank or Stripe.
Frequently asked questions
Yes. When creating a credit note, enter any amount up to the full invoice total. You can issue multiple partial credit notes against the same invoice as long as the combined total does not exceed the invoice amount.
No. The original invoice remains in its Paid state. The credit note sits alongside it as a separate document and adjusts the overall balance on the customer account.
Yes. If a customer has outstanding credit, Trade2Base shows it on the customer account page. When you raise the next invoice, you can apply the credit balance to reduce the amount owed.
Yes. Credit notes are visible in the Documents section of the customer portal, linked to the original invoice. Customers can view and download them at any time.
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