How do I raise an invoice credit?

Credit notes provide a simple way to reduce the amount owed on an invoice, for example in cases of overpayment, billing errors, or adjustments. This article will cover the different ways to apply credits to invoices

Depending on how they are issued, credit notes can have two different outcomes:

Credit raised against an outstanding invoice contribute towards a partial/full payment of that invoice
Credit raised against a reconciled (fully paid) invoice will be considered as an account credit and can be used against a future invoice

How to Raise a Credit Note from a Contact Record

Open the contact record for the individual associated with the invoice.
Navigate to the Finance tab.
Locate the relevant invoice (you may need to adjust the date range to find it).
Tick the checkbox next to the invoice.
Click "Raise credit note" located just above the invoice list.
Enter the amount of credit you wish to apply

Note: you can only credit up to the value of the invoice i.e. If the invoice is £100, then you can only apply a maxium of £100 credit.

How to raise credit from Sales admin

Navigate to Sales Admin > Invoices
Find the invoice you'd like to raise credit against
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.
Enter the value of the credit required and click 'Create credit note'

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.

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