Refunds & credits
Credit notes
Refund or account credit
Raise a credit note from an invoice when you need to reduce what is owed, return money, or store value on the customer account. Credit notes move through Draft, Issued, and Voided.
Choose the credit mode
You can create a Full Credit, credit selected invoice lines, or enter a Custom Amount with its VAT rate. BeagleCRM shows the maximum creditable balance before you confirm.
Paid vs unpaid invoices
For unpaid invoices, the credit normally applies back to the invoice balance. For paid invoices, you choose whether the issued credit becomes Account Credit or a Refund.
Refund details & account credit
Refund credits can store a refund method, reference number, and refund date. Account-credit resolutions increase the customer's available balance so it can be applied to a future invoice.
Numbering, history & voiding
Credit notes have their own prefix and next number in Organisation Settings. The credit notes list links each note back to its invoice, and an Issued credit note can be voided with a reason to restore the invoice balance.
