Credit Notes with Deskera Books

Credit Notes

Use Credit Notes to Adjust Invoices

Use Credit Notes to Adjust Invoices

Overstated Invoice, No Problem! Use a Credit Note

Customer Returned Product? Use Credit Notes

Create Credit Notes Anywhere, Anytime

Get Automated Journal Entries for Credit Notes

Offset Sales Return with Credit Notes

Quicker and Faster Credit Note Report Generation

Significantly More Powerful Credit Notes Features

Improve Your Productivity

You can save 200+ hours annually by switching to Deskera. Sign up today to see the difference.


Can I delete the existing credit notes?

Yes, you can delete the existing credit notes by clicking on the 3 grey dots button and select the bin button. Take note that you won’t be able to delete credit notes if you have applied them in the Bill and Invoice page.

Can I edit the existing credit notes?

Yes, you can change the details of the existing credit notes that you have created except the contact name and the currency. Change the credit notes details such as accounts, amount, and the tax applied to the respective contacts. Click on the ‘Save’ button after amending.

Why can't I apply for credit notes?

If you are unable to apply the credit notes in your Invoice, you will need to check if you have created the Credit Notes for that contact in the correct currency in the Accounting Tab.

What is the importance of a credit note?

A credit note or credit memo is a way to document any changes that happen to an invoice that has already been paid. It serves as a method to both inform the customer of the change and record the change in a business's financial records. With Deskera Books, you can create and apply credit notes to your invoice with ease.

Who issues a credit note?

A credit note or credit memo is a commercial document issued by a seller to a buyer. Credit notes act as a source document for the sales return journal.