Transactions: Credit Notes

A credit note is accounting paperwork that reduces or cancels the value of an invoice after a completed transaction is changed.

Configure Credit Notes

To configure your credit notes click your name in the top right corner and choose Events HQ.

Navigate to Settings > Payments > See Credit note behaviour under the Payment Defaults section.

Click the blue edit button and you will find 2 behaviours which you can choose from.

1 Create Partial Credit Notes only for adjusted amounts

In this mode the credit notes will reflect only the amount to be credited.

2 Create full Credit Notes with new invoices for adjustments

In this mode, all changes to a transaction which increase, decrease or alter items but leave the total the same will generate a credit note for the FULL amount of the transaction + generate a new invoice.

When are Credit Notes generated?

Credit notes are automatically generated when transactions are modified and:

• The total value of a transaction is reduced
• The pricing allocations change
• The total is increased (depending on credit note behaviour setting)
• Cancellation (full or partial)
• Refunds - for Credit Card transactions or Invoiced transactions which are Paid, PartiallyPaid or PartiallyRefunded

How to design your Credit Note & email

Designing your credit note email

Navigate to Website > Email Templates > Scroll down to the Transactions New section and click on Credit Note Email

See here for more on information on how to edit emails.

Designing your credit note attachment

Navigate to Website > Email Templates > Click the Attachments tab at the top of the page > Scroll down to Transaction Attachments > Click Credit Note

See here for more on information on how to edit attachments.

How to send Credit Notes

Credit notes are not automatically sent to the customer but can be sent via:

• Send credit note checkbox in the modify transactions screen before saving.

  

• Send Latest Credit Note from the Actions menu in the transaction record.

  

• Cancel + Notify from the Actions menu in the transaction record.

  

  
  
  
  

How to find a Credit Note

Credit notes and Invoices are always available via the transaction history. If you navigate to Revenue > Transactions > List > click on a transaction ID to open the record. Scroll down to see the history and click the green page icon to open the credit note.