Automate Credit Notes & Refund Workflows in 1 Click

Resolve billing errors instantly with powerful automted credit notes. Automate adjustments across 140+ currencies, maintain compliance, and sync with your existing ERP/accounting stack.

Invoice Quote Credit Note Expense Tracking Project Tracking Chart of Accounts Bookkeeping Client Management Powerful Reports SMTP Support Staff Role and more...

One-Click Credit Notes from Invoices or Orders

Auto-generate credit notes by selecting linked invoices - amounts, taxes, and customer details pre-populate. Edit line items, apply partial refunds, and add audit comments before instant delivery via email/API.

Real-Time Credit Note Tracking & Analytics

Monitor all adjustments in a centralized register with filters (status, customer, currency). Drill into credit note history, export CSV reports, and track open refund balances. Integrates with AR aging reports.

White-Label Credit Notes with Custom Fields & Templates

Design branded templates with your logo, colors, and payment terms. Add custom fields for PO numbers, project codes, or internal approvals. Save multiple templates for different regions/clients.

Attach Proof of Delivery, Contracts, or Damage Photos

Upload PDFs, images, or cloud files (Google Drive, Dropbox) directly to credit notes. Auto-include RMA forms or return labels. 256-bit encryption ensures document security.

Advanced Credit Note Tools: Approval Workflows & Audit Logs

Set multi-level approvals for high-value adjustments. Maintain immutable audit trails with user activity logs and version history. Schedule automatic credit note reversals when needed.

Full audit trail with user comments & email/SMS delivery logs
Export as PDF/Excel, print, or share via secure client portal
Custom rules for auto-approvals, tax recalculation, and currency conversion

Ready to streamline your accounting operations?

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