Issue credit notes and process refunds against invoices.
Issue a credit note to reduce or cancel an amount owed - for example when adjusting a bill. Credit notes have their own draft, issued and void statuses.
Where a customer has paid, you can process an invoice refund. The invoice status updates to Refunded and the refund is recorded in the payment history.
Credits and refunds are reflected in your VAT figures and the VAT export, keeping your accounting accurate.
Start a 7-day free trial. Cancel anytime.
Join the Pipeline mailing list and we’ll send you a discount code for 50% off your first three months.
That’s three months of fewer spreadsheets, fewer missed leads and considerably less shouting, “Who booked that job?”
We’ll also send occasional Pipeline news and useful updates. No spam, no daily motivational quotes. Unsubscribe whenever you like.
Offer available to new Pipeline customers only.
