A returned item, an overbilled hour, a goodwill discount after the fact. Issue a credit note against the original invoice, apply it to a future bill or leave it unused, and the invoice itself stays untouched.
Start FREE TrialQuietly changing the numbers on an invoice you already sent muddies your records and the client's. A credit note keeps the original exactly as sent and records the adjustment as its own document, applied against that invoice or a future one.
Create it against an invoice
Pick the client and the amount, the same way you build any invoice.
Apply it or leave it open
Offset it against the next invoice for that client, or keep it as a standing credit.
The original stays untouched
No editing what was already sent. The adjustment lives as its own record.
Track applied versus unused
Filter by Applied, Unused, or Void, with a running total of outstanding credit.
Pick an unused credit note when you build the client's next invoice and it comes straight off the total. The math is done for you, and the credit is marked used.
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Brand identity, phase 2 | 1 | 2,400.00 | 2,400.00 |
| Style guide document | 1 | 450.00 | 450.00 |
The sent invoice never changes
Every adjustment is its own document, so your records and the client's always match, and an unused credit stays available for their next bill.
Does a credit note change the original invoice?
No, the original invoice is untouched. The credit note is a separate document that offsets it.
Can I use a credit note against a different invoice than the one it was issued for?
Yes, an unused credit note stays available for that client and can be applied to any of their future invoices.
Can I cancel a credit note?
Yes, void it and it is excluded from your outstanding credit total, kept in your records for reference.
Is this included in the plan?
Yes, unlimited credit notes, included at the one flat price.
A little kit of calculators and generators, on the house.
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Start FREE TrialPairs with Invoicing and Quotes for the original document, and Clients to see outstanding balances and credit in one place. Or try the free invoice generator first.