Invoices, payments and credit notes
Record and manage a credit note refund
Use this Pixie CRM guide to record and manage a credit note refund. It covers the navigation path, key controls and the checks that confirm completion.
Where to goCredit Note → Refund
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 record and manage a credit note refund, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Credit Note → Refund 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: Credit note, Refund date, Refund amount, Payment mode.
- Then check Reference, Remaining credit. Use verified information and do not fill optional values with placeholders.
- Complete Record and manage a credit note refund 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
Credit note
Refund date
Refund amount
Payment mode
Reference
Remaining credit
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.