A credit note credits an amount back to your customer, reducing or reversing what was previously billed. instellix distinguishes three subtypes — default for regular credits, goodwill for goodwill gestures, and warranty for warranty cases — so the reason for the credit stays visible.

Where to find credit notes

To see all finalized credit notes, navigate to: Billing > Documents > Credit Notes.

How credit notes are created

Credit notes come into existence in two ways: you can create one directly via the Document API if you have already billed in your own system — and when you reissue a document (for example because of a wrong invoice address), the reissue always leads to a credit note plus a newly issued document.

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Choose the subtype deliberately when creating the credit note — finalized documents are unchangeable, so the subtype cannot be corrected afterwards without a new document.

Via API

Create a credit note with POST /v2/documents/credit-memos, setting subType to DEFAULT, GOODWILL, or WARRANTY. Related operations: correct a document (1–20 items, referencing the original) · reissue a document · query documents.