Credit notes

What is a credit note?

A credit note is a paper or electronic note issued by a business to a customer in place of a refund.

How do I issue a refund?

To issue credit to a customers account, you can do so by either implementing a negative one-time charge, or by refunding an invoice. Both of these actions can be done on the individual customer page.

To issue a refund, go to the invoice tab and find the invoice you would like to refund. You can only ever refund up to the amount of the invoice.

If you want to issue a credit note without processing a refund, you can use the 'Capture one time charge' function to issue a negative charge to their account. Some payment gateways only process refunds and do not support credit notes. To make sure your negative one time charge is processed successfully, you’ll need to check your gateway and underlying merchant account support this.

How do I view credit notes

On the side bar of the Billsby dashboard, head to Invoices and credit notes > Credit notes. Here you'll be able to view all credit notes associated with your account.

How do I filter credit notes by status?

You can filter your credit notes based on the status of payment. In order to do this, head to Invoices & credit notes > Credit notes and hit the status header or filter icon to select a status to filter by i.e paid, unpaid etc.

How do I download a credit note?

To download a credit note, locate the credit note in Invoices & Credit notes > Credit notes and then hit 'View' to open the individual credit note. Here you will have the option to download the credit note as a PDF.

How do I resend a credit note?

To resend a credit note to customer, locate the credit note in Invoices & Credit notes > Credit notes and then hit 'View' to open the individual credit note. Here you will have the option to resend the credit note to the customer.

How do I reattempt payment of a credit note?

To reattempt payment of an unpaid credit note, locate the credit note in Invoices & Credit notes > Credit notes and then hit 'View' to open the individual credit note. Here you will have the option to reattempt payment of the credit note.

How do I export all of my credit note data?
You can export all of your credit note data by navigating to the Credit notes menu and clicking the 'Export' button.

When you initiate an export, we’ll generate it in the background in a .CSV format so you can keep using the Billsby Control Panel. Once complete, we’ll email you a link to download the file.Your data will be emailed to the email address your Billsby account is registered to.


Did this page help you?