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InvoicesUpdated Mar 20261 min read

How to Create a Credit Note for a Returned Order

If a customer returns goods or you need to cancel part of a paid invoice, a credit note is the correct way to handle it.

If a customer returns goods or you need to cancel part of a paid invoice, a credit note is the correct way to handle it. It formally reduces the amount the customer owes (or gives them credit toward a future invoice).

Steps:

  1. 1Go to Invoices and open the original paid invoice.
  2. 2Click Create Credit Note.
  3. 3AstaBill will pre-fill the credit note with the original invoice details.
  4. 4Adjust the line items or amounts to reflect what's being returned or refunded.
  5. 5Add a note explaining the reason (e.g. "Item returned — wrong size").
  6. 6Click Send to email the credit note to your customer.

Note: A credit note doesn't automatically trigger a refund. If you also collected payment online and need to return money, contact our support team at info@astabill.com and we'll process the refund for you.

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