Documentation · Sales · Customer Credit Notes

Customer credit note management connected to invoices and returns

Create and manage customer credit notes from invoiced returns, automatically apply credit to invoice balances and track any remaining customer credit in SUIGEST360 ERP.

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Overview

The financial consequence of an invoiced return.

A customer credit note connects the return, invoice, delivery note and customer in one traceable financial chain.

  • Automatic reference
  • Source customer return
  • Related invoice
  • Delivery note
  • Customer
  • Products
  • Total credit note amount
  • Amount applied to invoice
  • Available customer credit
  • Credit note status
List

Browse customer credit notes.

The list displays the essential commercial and financial information for every credit note.

  • Reference
  • Date
  • Customer
  • Invoice
  • Delivery note
  • Customer return
  • Total credit note
  • Credit applied to invoice
  • Available credit
  • Status
  • Created by
  • Created at
  • View
  • PDF
  • Delete when permitted
Creation

Create a credit note from a customer return.

The credit note is generated directly from a customer return associated with an already invoiced sale.

  • Creation from customer return
  • Required date
  • Optional notes
  • Automatic reference
  • Return, invoice and delivery note inherited automatically
  • Customer inherited automatically
Requirements

Meet the creation requirements.

SUIGEST360 validates several conditions before a credit note can be created.

  • The return must be linked to an invoice
  • The return must contain at least one product
  • Only one credit note may exist for the same return
  • An existing credit note blocks duplicate creation
Locked lines

Credit note product lines cannot be edited.

All product lines are copied directly from the customer return and intentionally locked.

  • Product inherited from return
  • Quantity inherited from return
  • Unit price inherited from return
  • Tax inherited from return
  • Subtotal inherited from return
  • Total inherited from return
Users cannot freely modify these lines, preserving consistency between the Customer Return and Customer Credit Note.
Amounts

Use the financial values from the return.

The credit note amount is built from the values actually recorded on the customer return.

  • Subtotal excluding tax
  • Return discount
  • Taxable base
  • Product taxes
  • Total credit note amount
Financial application

Automatically apply the credit to the invoice.

SUIGEST360 calculates the invoice balance before the credit and automatically applies the usable amount.

  • Invoice net amount
  • Payments already received
  • Other credits already applied
  • Remaining balance before new credit
  • Credit applied to invoice
  • New invoice balance
The amount applied can never exceed the remaining invoice balance.
Customer credit

Keep any excess as available credit.

If the credit note exceeds the remaining invoice balance, the unused portion becomes available customer credit.

  • Automatic excess calculation
  • Available credit stored on the credit note
  • Separate used and available amounts
  • Clear display on the details page and list
Example: if the invoice balance is 20,000 and the credit note is 30,000, 20,000 is applied and 10,000 remains available.
Statuses

Track credit usage.

The status represents the current financial position of the credit.

  • Available
  • Partially used
  • Used
  • Refunded
  • Cancelled
Invoice

Automatically update the invoice.

Applying a credit note changes the invoice remaining amount and its payment status.

  • Remaining amount reduced
  • Existing payments considered
  • Other credit notes considered
  • Unpaid when no financial operation exists
  • Partial when a payment or credit has been applied
  • Paid when the remaining balance reaches zero
Inventory

Credit notes do not modify inventory.

Inventory was already restored when the Customer Return was created.

  • No stock added
  • No stock removed
  • No stock movement created
  • Customer Return remains the physical inventory reference
Customer Return = inventory. Customer Credit Note = financial adjustment.
Details

View the complete credit note position.

The details page combines source documents and the financial consequences of the credit note.

  • Reference
  • Date
  • Customer
  • Customer return
  • Invoice
  • Delivery note
  • Number of products
  • Total quantity
  • Subtotal
  • Discount
  • Taxable base
  • Taxes
  • Total credit note
  • Applied amount
  • Available credit
  • Status
  • Invoice balance before and after credit
  • Notes
  • Created and updated by
PDF

Generate a professional customer credit note.

The A4 PDF contains return data together with the related financial position.

  • Company information
  • Logo
  • Customer
  • Customer return
  • Invoice
  • Delivery note
  • Products
  • Quantities and prices
  • Discount
  • Taxes
  • Total credit note
  • Credit applied
  • Available credit
  • Invoice financial position
  • Amount in words
  • Important information about excluded charges
  • Signatures
  • Optional stamp
  • Bank information
  • Financial history
  • Page X / Y pagination
Deletion

Delete only unused credit notes.

Deletion is restricted to protect invoice financial consistency.

  • Used amount must equal zero
  • Allowed status: Available
  • Allowed status: Cancelled
  • Deletion blocked once any credit has been used
  • Related lines deleted
  • Credit note deleted
A credit note that has already been financially applied cannot be deleted.

Need help with Customer Credit Notes?

For issues involving returns, invoices, applied credit, available credit, statuses or PDFs, open a request through the SUIGEST360 support portal.

Open support portal