Skip to main content

​
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.

​
Credit Note Types

When creating a credit note, you can choose between two options:
  • 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.

​
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.