Credit Notes

Section: Sales & Billing
URL: /admin/credit_notes
Page title: (2) Facturi Storno

Overview

Credit notes reverse or adjust a previously issued invoice — used for returns, refunds, or pricing corrections.

Business value

Reverses or adjusts a previously issued invoice — for returns, refunds, pricing corrections, or discount applied late. Keeps the audit trail clean (an invoice is never "edited away") and updates the customer balance correctly.

Who uses it: Finance / AR, customer success, sales
Key benefit: Resolves disputes and processes returns without breaking accounting integrity.

Typical use cases:

Issue a credit note for a returned item; AR balance auto-adjusts
Correct a billing error after the invoice was sent
Apply a goodwill discount to a paid invoice

At a glance

Accessing this module

From the admin sidebar, navigate to Credit Notes, or open the URL directly:

/admin/credit_notes

List view

The list view shows existing credit notes records. Use it to search, filter, sort, and bulk-act on items.

Common actions

View existing records — open Credit Notes from the sidebar to see the list view.
Search and filter — use the search box and column filters to find records.
Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
Edit a record — click a row to open the detail view, then use the edit action.
Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Note

A credit note creates a credit balance on the client account — it does not automatically refund cash. To refund money, record the outgoing payment in the Payments module and link it to the credit note. The credit balance can alternatively be applied to offset a future invoice.

Tip

The fastest way to create a credit note for a specific invoice is to open that invoice and use the Create Credit Note action. It pre-fills all lines so you only need to adjust what changed — no risk of using the wrong invoice number or client.

API

This module is available via the REST API.

Authentication. All API requests require the header authtoken: <token> (generate one at /admin/api/api_management). Base URL. https://your-domain.tld/api/

Key endpoints:

Method	Path	Purpose
`POST`	`{{base_url}}credit_notes`	Add new Credit note
`GET`	`{{base_url}}credit_notes?nr_page&per_page`	List all Credit Notes
`GET`	`{{base_url}}credit_notes/1`	One Credit Note
`GET`	`{{base_url}}credit_notes/search/tes`	Search Note Credit Information
`PUT`	`{{base_url}}credit_notes/21`	Update Credit Note
`DELETE`	`{{base_url}}delete/credit_notes/12`	Delete Credit Note

See the full payload schemas, query parameters, and example responses in the API reference (`Credit Notes`).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/credit_notes