How to create a credit note?

Scope

How can I create a credit note?

How to add general notes for credit notes?

How to add 'Credit note' notes for a specific invoice?

Solution

A credit note can be issued for one of the following reasons

Refund an amount to the customer
Write off an invoice
Change of subscription to a lesser value (proration)

You can create a credit note for the above reasons i.e. A credit note for the amount paid or you can create a Promotional Credit.

Note:

Total Refundable Credits for a specific customer We have updated our summary box to provide a more streamlined and elegant user experience. With this upgrade, hyperlinks have been added to the summary box, allowing users to easily access related information. The Total Refundable Credits on Summary Section is available at the top of the Customer details page which provides a total amount due of a customer and hyperlink that directs to the details. Refer to this link for more details.

Can one credit note be applied to two invoices?‌

How can I add or deduct promotional credits for customers?

Why the Total subscription MRR of the company is not updated or incorrect in Hubspot?

Why isn’t the promotional credits applying to my customer’s invoice?