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What is a Credit note and when should you create one?

Official document issued by a seller to a buyer

Updated over 2 weeks ago

A Credit Note (also called a Credit Memo) is an official document issued by a seller to a buyer. It shows that a certain amount has been credited back to the buyer’s account — either fully or partially.

When should you issue a Credit Note?

  • When you refund a customer for their order (full or partial refund).

  • When you cancel an order after it was already invoiced.

  • In countries where refunding money requires official documentation, a Credit Note is legally needed.

Why is a Credit Note important?

  • It keeps your accounting correct and transparent.

  • It shows your customer that the refund or cancellation was officially processed.

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