Credit notes are used to reduce the amounts previously invoiced to customers.

For example, if you invoice a client for products but some of them are damaged on delivery, you can create a credit note to reduce the invoice value meaning the customer owes you less money (or nothing at all, depending on the amount of the credit note).

How to issue a credit note to your customers

Create new Customer Credit Note from the Customer Invoices screen

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How to issue a credit note to your customers

Click 'Customers' in the navigation bar, and select 'Customer Credit Notes' from the menu.

On the 'Customer Credit Notes' screen, click 'New Credit Note'.

You can also create a new customer credit note by selecting 'New Customer Credit Notes' from the 'Quick Links' menu.

Click 'Select Customer'.

Use the dropdown menu to search and select a customer, or add a new customer. If you select a customer whose profile uses the same currency as your base currency in Pandle, the 'Conversion rate' field will be hidden.

Pandle will automatically populate today's date, or you can overwrite it with a different one.

Click 'Select Invoices'.

In the pop-up window, select the invoice (or invoices) that the credit will apply to, and

click 'Confirm' when you're ready.

Pandle will use these selections to automatically populate the new customer credit note for you.

Enter the amount of credit to apply to the selected invoice, or click 'Credit In Full'. If you have multiple lines of items, you can credit each line item individually. For example, if you want to credit one invoice in full, and only part of another.

Click the 'Select Invoices' button to add more invoices to the credit note, or click the 'Remove' icon against each line to remove it.

Click 'Save' and then use the dropdown menu to:

Save and Next

Save this Credit Note, and start a new one

Save and View

Save this Credit Note and view it (including options to send it to the customer)

Save and Finish

Save this Credit Note and return to the Credit Notes screen.

Create new Customer Credit Note from the Customer Invoices screen

It's also possible to create a new customer credit note from your Customer Invoices screen. Click 'Customers' and select 'Customer Invoices'.

On the Customer Invoices screen click the 'More Actions' button next to the invoice you want to credit.

Select 'Create Credit Note' from the dropdown menu.

Pandle will use your selection to automatically populate the new customer credit note for you.

Enter the amount of credit to apply to the selected invoice, or click 'Credit In Full'. If you have multiple lines of items, you can credit each line item individually. For example, if you want to credit one invoice in full, and only part of another.

Click the 'Select Invoices' button to add more invoices to the credit note, or click the 'Remove' icon against each line to remove it.

Click 'Save' and then use the dropdown menu to:

Save and Next

Save this Credit Note, and start a new one

Save and View

Save this Credit Note and view it (including options to send it to the customer)

Save and Finish

Save this Credit Note and return to the Credit Notes screen.

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Entering customer invoices

Invoicing

How do I mark invoices as paid?

How do I write off an invoice to bad debt?

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