Creating credit notes from the dashboard

How to get there

Open the original invoice's detail view (Invoices > Invoice Details).
Click Actions ⚙️ (top right).
Click Create Credit Note.

This opens the Create Credit Note modal, pre-filled with data from the original invoice.

Modal fields

Field	Editable?	Notes
Original Invoice ID	🔒 No	Internal ID of the invoice being credited.
Document type / Invoice type	🔒 No	Auto-filled as `credit note` / `credit`.
Currency / Exchange Rate	🔒 No	Inherited from the original invoice.
Invoice Date	✏️ Yes	Defaults to today's date.
Invoice Due Date	✏️ Yes	Defaults to today's date.
Reason	✏️ Yes — required	See below.
Additional Info	✏️ Yes	Free text, optional.

👤 Buyer

The Buyer section (Legal Name, Name, Type) is pulled directly from the original invoice and can't be edited from this modal.

🏷️ Reason

The reason you pick changes how the Items section behaves:

Reason	Meaning	Items behavior
`void`	Voids the invoice entirely.	No per-item amount needed — the full total is voided.
`return`	Return (partial or full) of one or more items.	Enter, per item, the amount to refund.
`discount`	Discount applied to one or more items.	Enter, per item, the discount amount.

📦 Items

For return and discount, the item list comes from the original invoice (name not editable) — you fill in the amount to refund or discount per item. For void, this section doesn't apply since the whole total is voided.