Skip to content
OpenDocuHub

Credit Note for Route Optimisation

A credit note reverses value. It is not a refund receipt and not a discount: it is a negative invoice that reduces what the customer owes and claws back the tax charged on the original supply.

TOOLSSettlementCredit Note

Everything runs in this tab. The vault is IndexedDB, the PDF is pdf-lib, and no document data is transmitted.

⌘S save⌘P print

About the Credit Note

A credit note reverses value. It is not a refund receipt and not a discount: it is a negative invoice that reduces what the customer owes and claws back the tax charged on the original supply.

Reference the original invoice, pick the reason - damaged goods, billing error, returned inventory, commercial discount - and OpenDocuHub recalculates the negative subtotal, the proportional tax and the remaining net balance.

Mandatory link to the original invoice number and date.
Standardised reason codes for audit trail consistency.
Negative subtotal with proportional sales-tax clawback.
Original total, credited amount and remaining balance ledger.

How to issue it

STEP 01

Scope and line items

Add items, quantities and unit rates with optional tax and discounts.

STEP 02

Calculate and tax

Verify subtotal, tax breakdown, withholding and balance due.

STEP 03

Export vector PDF

Render an unwatermarked PDF directly in your browser without an upload.

STEP 04

Convert or archive

Store locally in your vault or advance to the next lifecycle document.

Questions about credit note

When should I issue a credit note instead of a new invoice?

When the original invoice was already issued and needs to be reduced: returns, overbilling, damaged goods, or a negotiated discount after the fact. Never edit an issued invoice - correct it with a credit note.

Does a credit note reduce VAT?

Yes, in most VAT regimes a valid credit note reduces output tax for the supplier and input tax for the buyer, provided it references the original invoice and both parties hold it.

What is the difference between a credit note and a debit note?

A credit note reduces the amount owed; a debit note increases it, for example when an invoice was undercharged.

Can a credit note exceed the original invoice?

Not meaningfully - it would create a payable from you to the customer. Keep the credit at or below the original total and settle any excess as a refund.

Credit Note templates by industry