> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/documents/credits-returns-and-voids/credit-notes.md).

# Credit notes

When a client returns goods or you overcharged them, you can't change a tax invoice that's already in your accounting system. A credit note in OrderEazi reverses all or part of a tax invoice, line by line, and syncs to your accounting system like the invoice did. OrderEazi stops you crediting more than was invoiced.

### Before you start

You'll need permission to create credit notes, from the project's workflow or the **Create Credit Note** permission in the **Document Creation** permission group. The tax invoice must have synced to your accounting system, or your organisation must not use one. You can't credit a voided invoice.

### How to create a credit note

1. Open the project and select the **Documents** tab.
2. Open the menu on the tax invoice and select **Credit**. You can also select **Create Documents**, then **Create** next to **Credit Note (Partial)**, and choose the invoice in **Select Invoice**.
3. Choose the **Credit Note Date**. It can't be before the invoice date.
4. Tick each line to credit and enter its **Credit Qty**. **Remaining** shows how many you can still credit.
5. Add a **Note** to any line, if you want to explain it.
6. Select **Create Credit Note**.
7. Confirm "Are you sure you want to create this document for the selected lines?"

You see "Credit note created successfully." The tax invoice shows **Partially Credited**, or **Fully Credited** once every line is credited.

**Example:** You invoiced 20 chairs at R1 200, and the client returns 2. You credit 2 chairs, and the credit note is for R2 400 plus VAT. The invoice shows **Partially Credited**, and **Remaining** for that line drops to 18.

### How credit notes work

* **Only what's left:** You can't credit more than was invoiced, less what's already been credited. If you try, you see "Quantity (3) exceeds remaining creditable quantity (2)" and the product code.
* **Whole quantities:** Quantities must be whole numbers.
* **Stock:** If your organisation has turned on **Increase Stock On Credit Note** and **Automate Location Stock Movements**, the credited quantity goes back into stock at the location the invoice shipped from. See [Simple Inventory Management](/central/order-management/products/inventory/simple-inventory-management.md).

### When a credit note can't be created

* **"Cannot credit an unsynced (TMP) invoice.":** The invoice hasn't synced to your accounting system yet. Wait for it, then try again.
* **"No creditable lines found for this invoice.":** Everything on the invoice has already been credited.
* **"Please select at least one line to credit.":** Tick a line and enter a quantity.

### Related pages

* [Tax invoices](/central/order-management/documents/sales-documents/tax-invoices.md): the invoices you credit
* [Supplier returns](/central/order-management/documents/credits-returns-and-voids/supplier-returns.md): the same for supplier invoices
* [Inventory options](/central/order-management/settings/organization-setup/system-settings/inventory-options.md): turn on **Increase Stock On Credit Note**