Credit notes
A formal reduction of an issued customer invoice by crediting quantities from that snapshot. It is not a payment, not a refund, and not a customer wallet. There is no Credit notes sidebar item.
Issued invoice → Create credit note · /app/w/{workspace}/invoices/{id}/credit-notes · invoices.manage (draft) / invoices.credit (issue)
PDFs need a queue worker.
Create from an issued invoice
Section titled “Create from an issued invoice”- Open an Issued job invoice. Draft and Void cannot be credited (Only an issued invoice can be credited.).
- Create credit note. Reason required.
- Lines to credit — copy: Choose quantities from the issued invoice snapshot. Drafts do not reserve remaining quantity. Unit price and taxability come from the snapshot; you do not type a free amount.
- Save draft. Notice: This draft is not applied until it is issued.
- Issue credit note. Confirm: Issuing freezes this credit note and applies it to the invoice settlement. Number typically
CN-YYYY-######(prefix Settings → Commercial → Credit notes).
There is no separate “settle” button. Drafts can be deleted (Delete draft). Issued credit notes cannot be edited or voided.
- Quantity per snapshot line cannot exceed billed qty (issued credits). Remaining shows as :remaining remaining. Too much: Only :remaining left to credit on :name.
- Sum of issued credit totals cannot exceed original invoice total (Issued credits cannot exceed the original invoice total.).
- Fixed-discount invoices: credit the full remaining quantity of every line (This invoice has a fixed discount. Only a credit of the full remaining quantity is allowed.). Percentage discounts allow partial qty.
Drafts do not reserve remaining quantity. Competing drafts can race at Issue; the second fails the cap. Zero-total notes cannot be issued (A credit note cannot be issued with a zero total.).
Balance
Section titled “Balance”On Issue: Gross − Credits = Net, then minus payments. If payments already exceed the new net, the invoice shows Over-collected (Payments already recorded exceed the net invoiced amount after credits.). Allocations are not rewritten. Veldriq does not refund.
Credit note ≠ refund
Section titled “Credit note ≠ refund”A Veldriq credit note adjusts the invoice balance represented in Veldriq. It does not itself send money back to the customer. There is no customer wallet or store credit for unused remainder. Record cash in via Payments. Void an invoice only when no recorded allocations and no issued credits exist.
Portal can download an issued credit-note PDF. There is no credit-note Send email in V1 (invoice Send is a different action).
What-if
Section titled “What-if”If you cannot create / issue: invoice not Issued (or Void); no remaining quantity; document cap reached; fixed-discount and you tried a partial qty; zero total; missing invoices.credit.
If you expect a draft to reduce outstanding: it does not until Issue.
If you credit from the live catalog price: wrong — quantities come from the issued snapshot.