How do I raise an invoice credit?

Credit notes are a simple way to this article, you will be guided through the process of raising a credit note against an invoice.


Tip: Opting to use credits instead of refunds means that no additional fees will be incurred.


Depending on how they are issued, credit notes can have two different outcomes:
  1. Credit raised against an outstanding invoice will be considered as a partial/full payment towards that invoice
  2. Credit raised against a reconciled (fully paid) invoice will be considered as an account credit

Account credit can be applied as follows:

  1. The credit will be automatically applied to the next invoice that is issued with auto-collect billing enabled
  2. Or if your customer has outstanding invoices which have not auto-collected, the credit can be manually applied by your customer. Their account credit can be found and applied when paying their invoice via their JoinIn account: as demonstrated below:

Raising credit against an invoice


  1. Navigate to Sales Admin > Invoices
  2. Find the invoice you'd like to raise credit against
  3. On the right side under 'Action', click 'RC' 
    *If the option is not there, it means it is not possible to assign credit to this invoice, for example if the invoice is currently in a 'pending' state.
  4. Enter the value of the credit required and click 'Create credit note'

Credits against an invoice will highlight in red in the Credited column:


Raising credit when removing someone from a product


When you remove a contact from a product, you will have the opportunity to apply credit, at that stage.

Full information on this are available on our Remove from Product article.

Raising credit when cancelling a session


You can also apply credit when cancelling an indiviudal session, from the Timetable/Fixtures section of your system.


  • Click into a session which has attendees
  • Select the 'Cancel session' option from the top right 

  • Choose if you wish to provide a credit or refund to the attendees
  • Choose if you wish to notify the attendees of the session cancellation
  • Click 'Continue'
  • Specify the amount you would like to credit