Credit Notes

The Credit Notes module extends invoicing with refunds, adjustments, and customer credit balances.

• Sidebar Sales → Credit Notes — Dashboard, All Credit Notes, Refunds Report, Customer Credits, Settings.
• Statuses: draft, pending approval, approved, sent, applied, partially applied, refunded, cancelled, void.
• Apply credits to open invoices; track refunds and available balance per customer.
• Permission modules: credit_notes_module, refunds, reports, settings, approvals.

Access: /credit-notes/dashboard.

1. Open Credit Notes → New Credit Note or create from an invoice.
2. Add line items, taxes, and reason codes; set credit note date.
3. Submit for approval if your role requires it (credit_notes_approvals_module).
4. Send to customer and apply to invoices when ready.

Apply credit note balance to one or more invoices (full or partial).

Record refunds against payment gateways or offline methods; export refunds report at /credit-notes/reports/refunds.

Customer credit balances aggregate unused, applied, and refunded amounts.