How to create a credit note?

Modified on: Thu, 19 Jan, 2023 at 8:15 PM


How can I create a credit note?


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.

Related article

How can we create Credit Note for a particular line item of an invoice?

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