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# Credit notes

## ${color}[#000000](What are credit notes?)

A **credit note** is a document we use to **adjust** or **reduce** the total of a **previously issued invoice**.

For example, it can be used if:
* There's an error on the invoice
* Merchandise is returned
* A discount or promotion is applied

In other words, it works as proof that a client has a balance in their favor, which could be applied to future purchases or adjustments.

You can find them in the main menu:

![](https://storage.crisp.chat/users/helpdesk/website/-/d/5/5/c/d55c57cd2691a800/screenshot-2026-06-29-at-11091_18g191a.png =246xauto)



## ${color}[#000000](What are they for?)

Credit notes allow you to:
* Make adjustments to existing invoices
* Reward clients for purchases or with promotions 
* Offer incentives
* Manage your clients' credit balances

Once they're created, clients can use them as part of a payment in:
* Deliveries
* Route sales

IMPORTANT: Credit notes don't work and are not applied during the **presales** process.



## ${color}[#000000](📋 Operational status of a credit note)

Each credit note can be found in one of the following statuses:
* **Active:** available for use
* **Overdue:** it expiration date has already passed
* **Cancelled:** it's been manually cancelled
* **Used:** it's been used up

You can filter them by:
* Date
* Client
* Status
* Whether they're active or not

![](https://storage.crisp.chat/users/helpdesk/website/-/d/5/5/c/d55c57cd2691a800/screenshot-2026-06-29-at-11393_1qnn7oq.png =863xauto)



## ⏰ ${color}[#000000](Every day at 2:00 AM:)

* Handy's system goes over your credit notes' expiration date, and those that expire are changed to the **Overdue** status
* This ensures they are not used the next day



## ${color}[#000000](➕ How do I create a new credit note? )

Credit notes can be created three different ways:
* Individually on the web platform
* With an Excel file
* Through the API (more details below)

🔹 Each note: 
* Has a unique code
    * Can be autogenerated if one isn't sent
* Can receive a balance **only once when being created**

![](https://storage.crisp.chat/users/helpdesk/website/-/d/5/5/c/d55c57cd2691a800/screenshot-2026-06-29-at-11581_1n6q01r.png =346xauto)

![](https://storage.crisp.chat/users/helpdesk/website/-/d/5/5/c/d55c57cd2691a800/screenshot-2026-06-29-at-12095_q5fxgv.png =635xauto)



## 👤${color}[#000000]( How they're viewed in the client's profile)

In the client's details screen, you'll be able to see:
* All their active credit notes
* Their total current balance

![](https://storage.crisp.chat/users/helpdesk/website/-/d/5/5/c/d55c57cd2691a800/screenshot-2026-06-29-at-12124_falvw9.png =918xauto)



In the mobile app:
* The available balance is displayed
* You can access the full list by clicking the amount

![](https://storage.crisp.chat/users/helpdesk/website/-/d/5/5/c/d55c57cd2691a800/screenshot-2026-06-30-at-12255_hbnjqc.png =287xauto)



## 🛒 ${color}[#000000](Use in route sales)

* Credit notes can be applied when creating a sale
* They can't be greater than the total amount of the sale; they have to be used in full ,or they will not be applied
* You can't owe the client a part of the credit note
* They apply to both cash and credit sales

💡 Also...
* They're registered in the history log
* They affect the client's balance
* They show up on tickets/receipts

![](https://storage.crisp.chat/users/helpdesk/website/-/d/5/5/c/d55c57cd2691a800/screenshot-2026-06-30-at-12550_q4yt0w.png =256xauto)



## ${color}[#000000](🔄 Sales reversal)

Whenever a sale is deleted or edited:
* The applied credit notes are eliminated from the sale
* The balance is restored
* The credit note returns to the Active status and can be used again later

![](https://storage.crisp.chat/users/helpdesk/website/-/d/5/5/c/d55c57cd2691a800/screenshot-2026-06-30-at-12593_gxqhvq.png =848xauto)



## 🚚 ${color}[#000000](Impact during the route closure process)

During the route closure process:
* All credit notes used are counted
* The total amount to receive decreases in cash operations (because part of the cash inflow was covered by the credit note)

![](https://storage.crisp.chat/users/helpdesk/website/-/d/5/5/c/d55c57cd2691a800/screenshot-2026-06-30-at-10315_ydrp31.png =877xauto)



## ${color}[#000000](📦 Use in deliveries)

It works very similarly to sales routes. When a client has credit notes available:
* You'll see an indicator of the credit notes when confirming a delivery
* You'll be able to select which ones to apply

![](https://storage.crisp.chat/users/helpdesk/website/-/d/5/5/c/d55c57cd2691a800/screenshot-2026-06-30-at-10905_uuif4w.png =292xauto)



### ${color}[#c33737](❌ Important rules:)

* The total of the credit note has to be used, they can't be used partially
* The total sum of the credit note can never be greater than the delivery total
* If the total of the credit note is greater than the delivery total, the button to apply the credit note will be deactivated

💡 When applying them:
* The movement is registered in the credit note's history
* The credit note is associated to the delivery
* The client's balance is adjusted directly

![](https://storage.crisp.chat/users/helpdesk/website/-/d/5/5/c/d55c57cd2691a800/screenshot-2026-06-30-at-11052_13f36lt.png =888xauto)



## 🔄 ${color}[#000000](Delivery reversal)

If a delivery is edited or cancelled:
* And the new total is less than the applied credit notes (which need to be used completely or they can be applied)
* 👉 They will be automatically reversed

This means:
* The reversed credit notes will be available again
* The client's balance is corrected

![](https://storage.crisp.chat/users/helpdesk/website/-/d/5/5/c/d55c57cd2691a800/screenshot-2026-06-30-at-11342_1vahch3.png =733xauto)



## 🔌 ${color}[#000000]( Credit notes in the API)

If you need to integrate this flow, these are the available endpoints:

* `GET /creditNote` → List
* `GET /creditNote/{id}` → Details
* `POST /creditNote` → Create
* `PUT /creditNote/{id}` → Edit
* `POST /creditNote/cancel/{id}` → Cancel
* `DELETE /creditNote/{id}` → Delete

### For example:

```
{
  "amount": 400.0,
  "customerId": 2,
  "externalId": 111,
  "origin": "Odoo",
  "expirationDate": "31/03/2026 23:59:59"
}
```



### Considerations:

* You can only edit the credit note's total if it hasn't been used yet

 If it's already been used:
* It can't be edited
* It can't be cancelled
* It can't be deleted


If you have any questions about this feature, please reach out to the support team. We're here to help ☺️