Correct or cancel an invoice with a credit note

Once issued, an invoice is locked: its number, lines and amounts stay exactly as your client received them. When something is wrong, or the client returns part of the order, you issue a credit note. It is a document of its own that refers to the invoice and reduces what is due.

Make a credit note

1. Open the issued invoice from Invoices.
2. In the More actions menu, choose Make a credit note.
3. Choose The whole invoice (it is then cancelled) to credit every line, or Some lines or quantities and type the quantity to credit on each line concerned.
4. Write a Reason (printed on the credit note), for example “Price corrected” or “One item returned”.
5. Choose Issue credit note.

The credit note is issued at once, with today's date and the next number of its own series (for example CN-2026-0001), set in Invoice settings under Credit note numbers. Its PDF names the invoice it corrects, with its number and date. Amounts are printed as negative figures, with VAT per rate like the invoice.

What happens to the amount due

The invoice page lists its credit notes. The amount due becomes the total, less the credit notes, less the payments recorded. A credit note can never be larger than what is left on the invoice.

If your client had already paid, the credit note shows that money is owed back. Refund it the usual way; Fillfold does not move money.

Send it

A credit note has the same actions as an invoice: Send gives your client a private link, Download PDF saves it. In the list, credit notes have their own filter, Credit notes.

Credit notes are available on every plan: an invoice you issued can always be corrected, even if your plan no longer includes new invoices.

Names by country

The title follows the language of the invoice: Credit note, Avoir (France), Note de crédit or Creditnota (Belgium), Rechnungskorrektur or Stornorechnung (Germany), Creditfactuur (Netherlands). See Create and send an invoice and Invoice numbering.