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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 to customer, the credit note records that the Customer must be paid back. Once the credit note is finalized, you issue the refund from it (see Refunds below).
💡Note: Refunds are only available for paid or partially paid invoices.

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Refunds

A Refund credit note doesn’t move money on its own: it states how much the Customer is owed. The money can be given back from the credit note, once it is finalized.

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Issue a refund

  1. Go to Billing > Credit Notes and open the finalized refund credit note.
  2. In the Refunds section, click Refund.
  3. Choose how the money is given back:
    • Through the payment provider: the provider sends the money back on the payment method the Customer originally paid with.
    • Record a refund made outside Meteroid: for a bank transfer, cheque or cash refund you have already made yourself. You can add the refund date and a reference (e.g. the wire reference).
  4. Enter the amount and, optionally, a reason, then click Refund.
💡Note: Partial refunds are supported: you can refund the credit note in several steps. The amount can’t exceed what is left on the credit note, nor what was actually collected on the payment. 💡Note: The refund is made on the most recent settled payment of the invoice. If the invoice has no settled payment, the Refund button is disabled. 💡Note: Through the payment provider is only offered when the invoice was paid through a connected payment provider. Otherwise, only the offline option is available.

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Follow a refund

The Refunds section of the credit note shows:
  • Refundable: what is left to refund on this credit note.
  • Refunded: what has already been given back.
  • In flight: online refunds sent to the provider and not confirmed yet.
Each refund is listed below, with its status. On the invoice, refunds appear in the payment list with a negative amount and a link to their credit note. 💡Note: Issuing a refund doesn’t change the invoice’s amount due or payment status: the credit note is what reduces the invoice. 💡Note: Refunds can also be issued from the invoice, in the payment list. See Refunds and reversals.

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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. 💡 Note: Unlike invoices, once finalized, credit notes are not automatically sent by email to Customers.

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Language, e-invoicing and tax mentions

Credit notes are rendered by the same document pipeline as invoices, so they follow the same rules:
  • They are issued in the same eight languages, resolved the same way. See Invoice language.
  • Where structured e-invoicing is enabled on the invoicing entity, credit notes are issued as EN 16931 documents too, and get the same compliance report.
  • Statutory tax mentions are generated automatically, worded for a credit note rather than an invoice — a reverse-charged credit note states that the tax is to be accounted for by the recipient on the original invoice. See Legal tax mentions on documents.