The Credit Notes section in Billingnow allows you to issue refunds or corrections linked to invoices, or create standalone credit notes when needed.

Credit notes follow the same inline editing, real-time preview, and status-based workflow as invoices and estimates, ensuring full accounting traceability.

From the Credit Notes module, you can:

• Create credit notes inline with real-time preview
• Link credit notes to existing invoices
• Send credit notes by email
• Track credit note status and payments
• Add, edit, or delete payments
• Download credit note PDFs
• Apply credits to invoices automatically
• Filter, search, and export credit notes

📂 Credit Notes Dashboard

The dashboard displays all credit notes in a structured, sortable table.

Table Columns

🔍 Filters & Search

Click Filter at the top of the page to refine results.

Available Filters

You can combine:

• Filters
• Free-text search
• Column sorting

to quickly locate specific credit notes.

🏷️ Credit Note Statuses

🔍 Credit Note Detail Page

Click on a Credit Note No to open its detail view.

Sections Overview

📄 Credit Note Details

• Client
• Credit note date
• Due date
• Payment date (if any)

🕒 Activity Timeline

Tracks all events:

• Credit note created
• Credit note sent
• Payments recorded

💰 Payments

• Displays refund history
• Shows payment method and date

🔗 Linked Invoices

• Displays invoices linked to this credit note
• Shows invoice number, status, and amount

➕ Creating a New Credit Note (Inline Editor)

Click ➕ Create Credit Note (top-right).

✨ Inline Credit Note Editor

Important
BillingNow uses an INLINE editor.
You edit directly inside the credit note document, and all changes are applied instantly.

🧾 Header Fields (Inline)

🧮 Line Items (Inline)

Click ➕ Add Line Item directly in the document.

Each line supports:

• Item / description
• Quantity
• Unit price
• Discount
• Tax
• Auto-calculated amount

Totals update in real time.

📝 Additional Texts

Editable directly inside the credit note:

⚙️ Right Panel Settings

The right panel controls credit note configuration.

Available options:

• Currency
• Exchange rate
• Show items with tax
• Related invoice
• Model
• Primary color
• Preview mode

💾 Saving & Actions

Actions are available:

• From the editor
• From the list
• From the detail page

Common Actions

💌 Sending Credit Notes by Email

Click Send from actions.

Email Example

Subject: Credit Note CN-6

Dear Mrs Claire Faure,

Please find attached your credit note CN-6.

Thank you for your business.

Best regards,
Cappsule

After sending:

• Status becomes Sent
• Timestamp is recorded
• PDF is attached automatically
• Credit note can be resent anytime

Send Manually from Your Personal Email

If you prefer to use your own mailbox (e.g., Outlook, Gmail):

1. Click Download PDF on the credit note.
2. Attach the downloaded file to your personal email.
3. Write your own message and send it manually.
4. After sending manually, return to the credit note and click Mark as Sent to update its status in BillingNow.

💰 Adding Payments

Payments can only be added when the credit note is Sent

Steps

1. Open the credit note or use the list actions
2. Click Add Payment
3. Enter:
   • Amount
   • Date
   • Payment method
   • Bank account
   • Reference (optional)
4. Save

Status updates automatically:

• Partial amount → Partially Paid
• Full amount → Paid

🔁 Applying Credit to an Invoice

If the credit note is linked to an invoice:

• The invoice balance is reduced automatically
• Invoice status updates accordingly
• Both documents remain linked for audit and accounting

💡 Best Practices

✅ Summary

The Credit Notes module provides:

• Inline real-time editing
• Status-based workflows
• Integrated payments
• Automatic invoice reconciliation
• Email sending with PDF
• Full audit trail

BillingNow ensures clarity, traceability, and financial accuracy across all credit operations.