Credit Notes

Credit notes reduce what a customer owes on an invoice. You issue them from an invoice that still has a remaining balance; Beentara creates a credit note document and lowers the invoice pending amount.

In Beentara:

• Credit note list: Sales → Credit Notes (/credit-notes)
• Issue credit note: Open invoice detail → Issue credit note
• View credit note: View on a row → /invoice-detail/:id

Credit note table with summary metrics, search, and link back to Invoices

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Opening the Credit Notes page

1. Open the sidebar under Sales → Credit Notes.
2. Or go to /credit-notes.
3. You can also reach it from Invoices → overflow menu → Credit Notes.

You need billing.read permission (admins always have access).

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Page layout

Area	What it does
Header	Title, Invoices back link, search
Summary	Total credit notes count and total credited amount
Table	All issued credit notes with customer, date, amount, and related invoice
Empty state	Directs you to invoices to issue your first credit note

There is no Create button on this page — credits are always issued from an invoice with remaining balance.

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Table columns

Column	Description
Credit note #	Credit note document number
Customer	Customer name
Date	Issue date
Amount	Credited amount
Related invoice	Original invoice — click View invoice to open it
Actions	View — opens credit note detail

Use Search to filter by credit note number or customer name.

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Issue a credit note

Credit notes are created from invoice detail, not from the list page.

1. Go to Sales → Invoices and open an invoice with a remaining balance.
2. On invoice detail, click Issue credit note.
3. In the modal, enter:
   • Credit amount — cannot exceed invoice pending balance
   • Reason / description — why the credit was issued
   • Email credit note PDF — on by default when SMTP is configured
   • Send WhatsApp — optional
4. Save — Beentara creates the credit note and updates the invoice balance.

Credit amount, reason, and delivery options on invoice detail

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View and manage a credit note

Open View from the list or from the Issued credit notes section on the related invoice detail.

Action	Notes
Download PDF	Save or print the credit note
View related invoice	Jump to the original invoice
Delete	Removes the credit note and restores invoice balance

Credit notes cannot be edited after issue — delete and re-issue if you need to change the amount.

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Related billing features

Feature	Guide	Path
Invoices	Invoices guide	/invoice — issue credits from invoice detail
Receipts	Receipts guide	/receipt — record payments
Quotes	Quotes guide	/quotes

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Related guides

Feature	Guide
Invoices	How to use Invoices
Receipts	How to use Receipts
WhatsApp billing	WhatsApp (AiSensy)
Dashboard	How to use the Dashboard