Credit notes

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:

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.

📋 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

⏰ 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

➕ 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

👤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

In the mobile app:

• The available balance is displayed
• You can access the full list by clicking the amount

🛒 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

🔄 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

🚚 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)

📦 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

❌ 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

🔄 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

🔌 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 ☺️

Updated on: 06/30/2026