Credit Note Features and Workflow in CRMLEAF

A Credit Note is a financial document issued to a client to reduce the amount payable on a previously issued invoice. It is commonly used in cases of over billing, product returns, service cancellations, discounts, or corrections. In CRM LEAF, Credit Notes help manage client refunds and ensure accurate financial records.

Key Features of Credit Note

Feature	Description
Invoice Adjustment	Corrects or cancels a full or partial invoice.
Refund Management	Facilitates client refunds or credit balances.
Tax Compliance	Adjusts taxes automatically when applicable.
Linked to Invoices	Tied to original invoice for proper reconciliation.
Exportable Data	Generate Excel reports for auditing and documentation.

What Is a Credit Note Used For?

• To adjust or cancel part or all of a previous invoice.
• To record returned goods or cancelled services.
• To issue refunds or apply credit to a client’s future invoices.
• Once issued, the Credit Note automatically reduces the amount due on the related invoice.

How to Create a Credit Note

Step	Action
1	Go to Sales > Credit Notes section.
2	Click Create Credit Note.
3	Select the Related Invoice.
4	Fill in required details: ClientCredit Note DateAmountReason or DescriptionTax Adjustments (if any)
5	Click Save. The credit note will be applied to the selected invoice.

Export Credit Note

Action	How To
Export Credit Note	Navigate to Credit Notes, click Export.
Output Format	Excel (.xlsx) file will be generated with all details including: Invoice Reference Amounts Dates Descriptions
Use Case	Useful for audits, client communication, and internal financial tracking.

 

Why Use Credit Notes in CRMLEAF?

• Maintains accurate, compliant invoicing.
• Updates client balances and financial records automatically.
• Offers transparent documentation for service/product adjustments.
• Improves client service by simplifying corrections and refunds.

Quick Actions – Credit Note

Action	How To
Create Credit Note	Go to Sales > Credit Notes > Create.
Apply to Invoice	Select the related invoice while creating.
Adjust Taxes	Enter applicable tax if needed.
Export Records	Use Export for Excel downloads.

FAQ – Credit Note

Q: Can I apply a credit note to multiple invoices?
A: No, each credit note is linked to a single invoice.
Q: Does the credit note automatically update the client’s outstanding balance?
A: Yes, it reflects immediately after saving.
Q: Can I edit a credit note after saving it?
A: Editing is limited to maintain audit integrity. It’s best to issue a new credit note if changes are needed.
Q: Are taxes recalculated when issuing a credit note?
A: Yes, tax adjustments can be applied during creation.