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Sales Guide

Credit Notes

Correct, refund or reduce issued invoices and purchases while keeping a clean audit trail.

Start steps Field guide

Credit Note Workflow

1 Find Record Identify the invoice or purchase that needs correction.
2 Create Credit Enter date, amount, customer or supplier and reason.
3 Review VAT Check that VAT boxes reverse correctly.
Credit notes preserve the original invoice and record the correction separately.

Step By Step

Follow these steps in order. Each step is written for a first-time user and avoids accounting jargon where possible.

  1. Find the original record

    Open Manage Invoice, Purchase Invoices or the relevant customer/supplier record and identify the document that needs correction.

    Open full instructions
    cherrybank.money/credit-notes/step-1
    Step 1 visual

    Find the original record

    Open Manage Invoice, Purchase Invoices or the relevant customer/supplier record and identify the document that needs correction.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  2. Choose the credit note area

    Use Sales Credit Notes for customer invoice corrections. Use Purchase Credit Notes for supplier or purchase invoice corrections.

    Open full instructions
    cherrybank.money/credit-notes/step-2
    Step 2 visual

    Choose the credit note area

    Use Sales Credit Notes for customer invoice corrections. Use Purchase Credit Notes for supplier or purchase invoice corrections.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  3. Enter credit details

    Add customer or supplier, credit date, amount, VAT treatment and reason for the correction.

    Open full instructions
    cherrybank.money/credit-notes/step-3
    Step 3 visual

    Enter credit details

    Add customer or supplier, credit date, amount, VAT treatment and reason for the correction.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  4. Match VAT treatment

    Use the same VAT treatment as the original document unless the correction has a clear different treatment.

    Open full instructions
    cherrybank.money/credit-notes/step-4
    Step 4 visual

    Match VAT treatment

    Use the same VAT treatment as the original document unless the correction has a clear different treatment.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  5. Save and preview

    Save the credit note and check the customer-facing or supplier-facing document before sharing.

    Open full instructions
    cherrybank.money/credit-notes/step-5
    Step 5 visual

    Save and preview

    Save the credit note and check the customer-facing or supplier-facing document before sharing.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  6. Review VAT breakdown

    Run VAT breakdown for the period and confirm the credit note reverses the expected VAT boxes.

    Open full instructions
    cherrybank.money/credit-notes/step-6
    Step 6 visual

    Review VAT breakdown

    Run VAT breakdown for the period and confirm the credit note reverses the expected VAT boxes.

    A dedicated training visual for this step, focused on the exact action the learner should complete.

Fields To Check

These fields matter most for this workflow because they affect records, reports, reminders or customer-facing documents.

Field Why It Matters
Credit date Controls the reporting period in which the correction appears.
Reason Explains why the correction was made for later review.
VAT treatment Controls how the credit note affects VAT boxes.

Tips

Use these checks when something does not look right or the user cannot complete the workflow.

  • Use credit notes for issued document corrections instead of deleting invoices.
  • Keep the original invoice and credit note together in customer records.

Related Guides

Move to the next workflow when this page is complete.

Account Creating An Account Account Login Options Onboarding UK Setup Wizard Sales Clients And Products