How to create a credit note?

Modified on: Mon, 3 May, 2021 at 9:39 AM

credit note can be issued for one of the following reasons
- Refund an amount to the customer
- Write off an invoice
- Change of subscription to a lesser value (proration)

You can create a credit note for the above reasons i.e. A credit note for the amount paid or you can create a Promotional Credit.


To create a credit note for the amount paid


Step 1: Go to invoices in Chargebee -> select your invoice ->click on '...' option and select 'Create a credit note' option
Step 2: There are two option
a. Adjust the due amount - This works only for 'partially paid' or 'payment due' invoices
b. Provide refundable credits - this works for 'partially paid' or 'paid' invoices.

Choose the option as per your requirement.
Step 3: Mention the reason for credit note creation under 'Reason codes' and click on 'Proceed to update'. You have created the credit note successfully.

Click here to read more.

M
Monica is the author of this solution article.

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