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

Modified on: Thu, 19 Jan, 2023 at 8:11 PM

This article covers 

While creating a Refundable Credit note, the credit amount is pulled out from all the line items. I need to create a credit note only for the plan. How is it possible?


Summary 


You can choose the line items from which you need to create the Credit Note, particularly for an invoice. This can be done by clicking on the “Advanced > edit line items” option at the bottom of the pop-up window while creating a Credit note.


Solution 


In Chargebee you can create two types of Credit notes,


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.


Suppose there is an invoice in your Chargebee site having multiple line items like a plan along with some addons and charges and you need to create create a Credit Note only for some specific line items (i.e. only for the plan or for any specific addon or Charge), this can be done by the option Advanced > edit line items”.


You need to navigate to the particular invoice and open it >> click on “Create a Credit Note” >> click on “Advanced > edit line items” 



Now you need to delete the line items for which you do not want to create a Credit note, by clicking on the 3 dots option menu at the right-hand side of each line item and clicking on Delete.



You can also create a credit note at the unit level (can edit the units in order to create a credit note for a specific quantity of the line items) of the line item if the line item price model type is quantity based (i.e. Unit based, Tier, Volume and Stairstep).


Related articles and Documentation

How to create a credit note?

Create credit not for a line item




Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.
×