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Credit notes, also known as credit memos, are documents issued by a seller to a buyer, reducing the amount the buyer owes to the seller under the terms of an earlier invoice. Credit Notes are generally used in, but not limited to, the following scenarios:
  • Returned Goods: The buyer has returned goods to the seller due to damage, defect, or other reasons.
  • Overbilling: There was an error in the original invoice, such as overbilling or incorrect pricing.
  • Discounts or Rebates: The seller wants to offer a discount or rebate after the initial invoice was issued.
  • Promotional Credits: Credits given for promotional purposes or customer satisfaction.
Measure provides a comprehensive system for managing credit notes, ensuring accurate accounting and clear communication with customers.

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Flexible Credit Issuance

You can issue a credit note for an entire invoice or for specific line items within an invoice. This granularity allows you to accurately reflect adjustments for particular products or services. When creating a credit note, you can specify the exact amount to be credited.

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Handling Paid Invoices

Measure offers flexibility when issuing credit notes for invoices that have already been paid. You can choose to:
  • Issue a Refund: For payments processed through integrated payment providers like Stripe, you can initiate a refund directly. The credited amount is returned to the customer’s original payment method.
  • Apply as Account Credit: The credited amount can be added to the customer’s account balance. This credit will be automatically applied to their future invoices.
  • Attach an Existing Refund: If a refund has already been processed outside of the credit note workflow, you can link it to the credit note for accurate record-keeping.

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Communication and Record-Keeping

To maintain clarity for both your team and your customers, Measure’s credit notes include several communication features:
  • Customer-Facing Memos: Add a memo that will be visible to your customer on the credit note, explaining the reason for the credit.
  • Internal Notes: Keep internal-only notes for your team’s reference.
  • Automated Notifications: When a credit note is issued, the customer automatically receives an email notification, ensuring they are aware of the adjustment to their account.

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Management and Audit Trail

All credit notes are linked to their original invoices, providing a clear and auditable trail of adjustments. You can also update the internal and external notes on a credit note after it has been issued to add more context if needed.
Only payments made through Stripe can be refunded