How to import credit notes?

Modified on: Tue, 29 Aug, 2023 at 12:12 PM

The credit notes in Chargebee can be imported via the Create Credit Note operation.
You can find this under Settings > Import and Export Data > Choose bulk operation. 

The template sheet to be filled is attached below and the reference document for importing it is here

Impact: The credit notes to be created would be synced to QBO, to avoid the same, please disable auto-sync and share the Credit Note IDs with me I will prevent them from syncing via backend configuration. 

With the help of "The line items' billing period on the invoice" settings, the service period for the line items in the credit notes will be the same as their respective billing periods on the invoice.
Navigate to Settings > Configure Chargebee > Billing LogIQ > Billing & Invoices > Set default service period for credit note line items. Please refer to this link for more information.
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