When you overcharge a member or a company, the invoice shows the wrong amount due until you allocate a credit note to it. Allocation lowers the amount due on that invoice. If you allocate a credit note to the wrong invoice, you can remove the allocation and allocate the credit note again.

A credit note does not change any invoice until you allocate it. Until then, Flex keeps the credit note amount as available credit for the member or company on the credit note.

To allocate an existing credit note, the credit note must exist first. Create a credit note manually or from a fee →

To correct 1 invoice, start from the invoice page. Flex fills the credit note with the invoice line items and allocates the credit note to that invoice. This method works for paid and unpaid invoices. You can issue only 1 credit note per invoice.

If the credit note covers the full amount due, the invoice status changes to Paid.

A credit note that you create with Add Credit Note on the Invoices page stays as available credit until you allocate it. You can allocate an existing credit note only to an unpaid invoice. To credit a paid invoice, use the Credit Note button on the invoice page instead.

By default, you can allocate a credit note only to an invoice in the same location as the credit note. If the member or company has invoices in more than 1 location, turn on cross-location allocation.

After you turn on this setting, you can allocate a credit note from 1 location to an invoice in another location.

An allocation stays on the invoice until you remove it. Remove the allocation when you allocated the credit note to the wrong invoice. You must also remove every allocation before you edit or void a credit note.

Delete removes only the allocation. The credit note stays as available credit, so you can allocate it again. The invoice amount due increases by the removed amount.

To cancel a credit note that you created by mistake, void the credit note after you remove its allocations. Void a credit note →

Can I create 2 credit notes for the same invoice?

You can issue only 1 credit note per invoice. If you try to issue a second credit note, Flex shows the error "Some of the fees are either not paid or not invoiced." To change the credited amount, edit the existing credit note instead. Edit a credit note →

How do I cancel a credit note that I created by mistake?

To cancel a credit note that you created by mistake, remove its allocation and then void the credit note. Open the credit note. Under Allocations, click the cogwheel next to the allocation, then select Delete. After that, void the credit note. Void a credit note →

Does removing an allocation delete the credit note?

Removing an allocation does not delete the credit note. The credit note stays as available credit for the member or company on the credit note.

Can I allocate a credit note to a paid invoice?

You can allocate an existing credit note only to an unpaid invoice. To credit a paid invoice, click Credit Note on the invoice page. Flex creates a credit note from that invoice and allocates the credit note to it.

Can I allocate 1 credit note to more than 1 invoice?

You can allocate the balance of a credit note to multiple invoices until the total balance of the credit note is allocated.

Can I allocate a credit note to an invoice in a different location?

You can allocate a credit note to an invoice in a different location only after you turn on Credit notes can be allocated to invoices from other locations. This setting is under Settings > Billing > Invoicing.

I issued a credit note to the wrong revenue account. How do I fix it?

To fix the revenue account on a credit note, replace the credit note. Remove the allocation from the credit note, then void the credit note. Create a new credit note with the correct revenue account, and allocate the new credit note to the invoice.