Credit notes in Flex let you reduce or cancel amounts owed on invoices while keeping an accurate financial record. You can create them manually, directly from an invoice, or from a specific fee, depending on what needs to be corrected or refunded.
This article explains the different ways to create credit notes.
Before you start
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Create a credit note
There are three ways to create a credit note. Each can be useful, depending on the case.
Create a credit note manually
To manually create a credit note:
Go to
Billing > Invoices.Click Add Credit Note.
Fill out the Credit Note details and click Add.
Manually added credit notes will not have any details filled out by default. You must select a Company or Member for whom you are raising credit. The credit note will also not have any line items. They must be added manually, as this automatically puts them under the default One-off fees account.
Create a credit note from an invoice
To create a credit note from an invoice:
Go to
Billing > Invoices or a Member/Company's Profile and open the invoice you want to credit.Find and use the Credit Note option in the top right corner.
All details should be filled out by default, but you can make changes if needed.
Click Add.
Create a credit note from a fee
Go to
Operations > Fees or open a member or team profile and go to the Fees section.Find the fee you'd like to credit and click the cogwheel next to it.
Click
Add Credit Note.
In the Add Credit Note dialog, all details should be filled out by default; however, you can make changes if necessary. For example, you can change the credited amount.
Click Add.
FAQ: Credit notes in OfficeRnD Flex
What is a credit note?
What is a credit note?
A credit note reduces the amount of a previously issued invoice, usually to correct an error or apply a discount not included initially.
Is there a limit on the number of credit notes I can issue per invoice?
Is there a limit on the number of credit notes I can issue per invoice?
Yes. You can only issue one credit note per invoice. Attempting to issue multiple notes will result in an error message.
How do I create a credit note from an existing invoice?
How do I create a credit note from an existing invoice?
Go to the invoice you wish to credit, click Credit Note, review the pre-filled details, adjust if necessary, and click Add.
How can I issue a credit note from a specific fee?
How can I issue a credit note from a specific fee?
Go to Operations > Fees or a member profile, find the relevant fee, click the cogwheel next to it, select Credit Note, review the details, and click Add.
Does QuickBooks integration support refunds for credit notes?
Does QuickBooks integration support refunds for credit notes?
No, the QuickBooks integration doesn't support recording refunds for credit notes. You must handle refunds separately within QuickBooks.
Why does an invoice covered by a credit note still show an amount due?
Why does an invoice covered by a credit note still show an amount due?
An invoice covered by a credit note still shows a due amount when generated by external software such as Xero, which may not fully display the applied credit. To make sure members see the correct balance, resend the updated invoice and credit note directly from OfficeRnD. This version clearly highlights the applied credit, preventing confusion.
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