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Create a Credit Note

Credit notes can only be created from finalized invoices, regardless of their payment status. To create one, go to Billing > Invoices, open the relevant invoice, then click Actions > Create Credit Note.

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Credit Note Types

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Credit Note Scope

When creating a credit note, you can define what should be credited:
  • Credit specific line(s): You can select one or several invoice lines to cancel or adjust. This is useful for partial corrections (e.g., overbilling on a specific component).
  • Cancel the entire invoice: Choose this option to fully cancel the invoice. 💡Note: If you cancel the entire invoice, you can select the option “Also open a corrected draft invoice”. Meteroid will automatically create a new draft invoice replicating the original data, which can then be edited by clicking Actions > Edit Invoice. If you do not choose this option during the credit note creation, you can always go back to the fully credited invoice and click Actions > Create Corrected Invoice to generate a new draft invoice replicating the original data.

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Handling Credited Amounts

If the invoice is marked as Paid or Partially Paid, you will be able to choose how the credited amount is handled. 2 options can can chosen :
  • Credit to Customer Balance, the credited amount is added to the Customer’s balance and will automatically be applied to future recurring invoices.
💡Note: This balance is not used for manually created invoices. 💡Note: This balance is credited even if the associated invoice’s payment status is unpaid or partially paid.
  • Refund, the credit note indicates that the Customer should be refunded.
💡Note: Refunds are only available for paid or partially paid invoices. 💡Note: Refunds are not handled by Meteroid and must be processed on your side. Meteroid only records the credit note for accounting and tracking purposes.

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Managing Credit Notes

All issued credit notes can be found in Billing > Credit Notes, where you get an overview of their amount, status, associated invoice, and Customer.