Create a credit note

By the end of this guide, you will know how to issue a credit note — a negative invoice attached to the original one — to correct, cancel or refund all or part of a sale. You will also know how to choose its type, which drives the stock impact.

Choose between a full and a partial credit note

• Full credit note — cancels the entire invoice (error, cancelled order).
• Partial credit note — covers only certain lines or quantities (a single returned item, an after-the-fact discount).

Choose the credit note type

This is the decisive field: the type describes why you issue the credit note, and it drives the stock movement.

Type	Puts stock back?	Example
Goods return	Yes	The customer returns a defective item
Cancellation	Yes	The order is ultimately not delivered
Discount	No	Commercial gesture after the sale
Rebate	No	Reduction for a minor defect, no return

Why it matters

A discount credit note must not re-inject phantom stock: the goods never came back. A return credit note, on the other hand, must put the item back in stock. By typing the nature, you avoid distorting your quantities.

Issue a credit note

1. Open the original invoice

   Sales menu → Invoices → open the relevant invoice → Issue credit note button.

2. Choose the type

   Select the type (return, cancellation, discount, rebate). It will determine the impact on stock.

3. Select the lines / quantities

   For a partial credit note, tick the lines and adjust the quantities to credit. For a full credit note, everything is carried over.

4. Check the amounts

   The credit note carries over the VAT rates of the original invoice. The amount is shown as negative.

5. Validate

   The credit note is validated and an entry is generated. Stock is updated according to the chosen type.

Auto-matching with the original invoice

On validation, SynkriaOps automatically matches the credit note with the original invoice on the customer’s account. As a result, the net remaining amount (invoice − credit note) is recomputed everywhere in the interface, with no manual step.

The net remaining amount

After a partial credit note, the amount owed by the customer is no longer the invoice total but the net: this is the value that appears in lists, reminders and payment tracking.

VAT and tax point

The credit note carries over VAT at the tax point of the original operation: collected VAT is neutralised up to the credit note amount, which flows into your VAT return.

See also

• Create a customer invoice — the invoice the credit note stems from
• Understanding sales statuses — the “cancelled by credit note” status
• Matching counterparty accounts — invoice/credit-note reconciliation