# Create a Credit Note

Raise it against the invoice that was wrong, and check first that no goods are coming back.

A credit note is the money-only correction. If anything physical is returning, the document you want is a sales return.

> **Before you start:**
>
> A sent invoice, and confirmation that no stock is coming back.

## Raise one

- **Open the invoice and create a credit note from it**

  The customer and the lines carry across, and the two documents stay linked.

  ![The Credit Notes list with its Credit Note action, showing existing credit notes with their numbers, customers, the invoices they correct, statuses and amounts.](https://www.sorviai.com/help/inventory/credit-notes/credit-notes-list.png)
- **Trim to what is actually being credited**

  A whole invoice, one line, or part of one. Crediting more than was invoiced is not allowed.
- **Say why, in the description**

  A credit note with no reason is a number somebody will query at year end.
- **Save and send it**

  The customer should have the correction as well as the original.

> **Warning:**
>
> **A credit note puts no stock back**
>
> Raising one for goods that are physically returning credits the customer and leaves your count wrong, so the units you are holding never reappear. Use a sales return instead.

## Which document fits

| Situation | Document |
| --- | --- |
| The invoice priced it wrong | Credit note |
| A goodwill discount after the fact | Credit note |
| Damaged, and the customer is keeping it | Credit note |
| A duplicate invoice | Credit note |
| The goods are coming back | Sales return |