Invoices, payments and credit notes
Create a credit note from an invoice
Practical Pixie CRM instructions for create a credit note from an invoice, including where to go, what to check and how to confirm the change saved correctly.
Where to goInvoice → Create Credit Note
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for create a credit note from an invoice, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Invoice → Create Credit Note in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Customer, Credit note date, Currency, Items and tax.
- Then check Credit amount, Reason or note. Use verified information and do not fill optional values with placeholders.
- Complete Create a credit note from an invoice using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Customer
Credit note date
Currency
Items and tax
Credit amount
Reason or note
Checks before you finish
- Confirm customer, currency and invoice dates.
- Review tax treatment, totals and payment terms.
- Do not casually rewrite a paid transaction.
- Verify payment status and customer-visible document.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.