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Overbilled, a return, a goodwill gesture, a post-invoice adjustment. Issue a credit note, point it at an open invoice, and the balance drops on the spot — the original document stays intact and the reason stays on record.
Auto-numbered CR · Applies to an open invoice · Partially or fully credited · Reason on record · Web + mobile API
An invoice is a promise, and once it is sent it should not quietly change — an auditor, a customer, and your own books all rely on it staying exactly as issued. But business keeps moving after the invoice goes out. Goods come back. A line was overbilled. You agree a discount to keep a good customer happy. A dispute settles halfway.
A credit note is how you reduce what a customer owes without rewriting history. Instead of editing or deleting the original invoice — which destroys the trail — you issue a separate, numbered document that records the credit and the reason for it, then apply it against the open invoice. The invoice keeps its original figure; its balance simply reflects the credit you granted.
Customer sent goods back — credit the value against what they still owe.
A quantity or price was too high on the invoice you already sent.
A negotiated discount or gesture to retain a valued account.
A disagreement settles for less than the original amount billed.
Pick the customer, enter the amount and a reason, and save. A sequential CR number is generated automatically so every credit is uniquely traceable. At this point its status is issued.
Choose an invoice that still has a balance — the picker only shows invoices with something outstanding. You can even select the invoice while creating the note to apply it immediately. The credit is capped at the invoice balance, so the invoice is never overpaid.
Applying increases the invoice's amount paid and reduces its balance due on the spot, moving it to partially_credited or credited. The credit note is now applied and locked, with the applied date stamped on it.
Raised a credit note in error and haven't applied it yet? Cancel it and it moves to cancelled. Notes already applied to an invoice are protected — they can't be silently cancelled out from under the books.
Whether the credit clears part of an invoice or all of it, the outcome is deterministic — no manual re-typing, no risk of the numbers drifting apart.
Every credit note gets a unique, sequential CR number the moment it's created — no manual numbering, no duplicates.
A free-text reason travels with each note and shows on its detail view, so anyone reviewing later knows exactly why the credit was granted.
The apply picker only offers invoices with an outstanding balance, so a credit can never be pointed at something already settled.
Once applied, a note can't be cancelled — protecting the invoice figures it has already adjusted from being quietly reversed.
The register shows every note as issued, applied or cancelled with colour-coded badges, filterable and linked straight to detail.
Extend the credit note with the fields your policy needs — approval reference, dispute ID, cost centre — via enterprise custom fields.
Viewing credit notes needs sales-view rights; issuing, applying and cancelling need sales-manage rights — a clean separation of duties.
A token-authenticated JSON API mirrors every action — list, create, view, apply and cancel — for field and mobile workflows.
Each note is linked to the customer it credits, so their credit activity sits alongside the invoices it relates to.
Credit notes don't live in a silo. They belong to the same sales and receivables workspace as the invoices they adjust, so the balance a customer owes you is always the balance after credits — not a figure you have to reconcile in your head.
Because applying a credit reduces the invoice's balance directly, that lower figure is what flows through to everything downstream that reads the invoice: what the customer sees they owe, and what shows as outstanding when you chase collections.
A credit note is a single-amount, single-invoice sales adjustment. It records an amount and a reason, and applies once to one open invoice up to that invoice's balance. It is intentionally lean: no line items, no separate tax breakdown, and it isn't a cash-refund tool — it reduces what a customer owes, rather than paying money back out. That focus keeps it fast to raise and impossible to misuse.
They adjust invoices, invoices bill customers, and customers get chased and paid. Follow the thread:
Issue the credit, apply it, and let the balance take care of itself — with the original invoice and the reason both preserved. That's AWRA Credit Notes.