This article covers both ways of adding a credit note in Commusoft: directly from an invoice or job, and from a customer profile. You may need to issue a credit for various reasons—such as cancellations, refunds, or adjustments—and this guide helps you record those properly.
Adding a credit note ensures your financial records remain accurate, your customers are clearly informed, and balances are correctly updated.This ensures your financial records remain accurate, and your customer receives a professional credit document.
Adding a credit note to a Customer
If you need to issue a credit note not tied to a specific job or invoice, you can add it directly to a customer profile.
Step 1: Navigate to the Customer Profile
Go to the customer's dashboard
Click Quick links > Invoices > Add new credit note
Step 2: Fill Out Credit Note Details
Enter a short description (e.g. "Labour reduction")
Adjust the credit note date, if necessary
Choose a breakdown style:
No breakdown
Breakdown by category
Full breakdown
Step 3: Save the Credit Note
Click Save to finalise and apply the credit note
Adding a credit note against an Invoice
If you need to issue a credit for an invoice—whether due to changes in the work, cancellations, or refunds—you can add a credit note directly from within the job or invoice in Commusoft.
Step 1: Locate the Invoice or Job
Use the search bar to enter the invoice number or job number.
Select the correct invoice or job from the results.
Step 2: Raise a Credit Note
Click on Quick Links in the top-right of the invoice page.
Under the Financial section, select Raise credit note.
Step 3: Complete Credit Note Details
Fill out the Credit note details:
Add a short description (e.g. "Boiler install refund").
Add any additional customer-facing notes.
Adjust the credit note date (defaults to current date).
Select a breakdown style:
No breakdown: One total line item.
Breakdown by category: Groups by labour/parts.
Full breakdown: Individual line items.
Full breakdown by category: Line items grouped into categories.
Step 4: Add or Adjust Line Items
In the Breakdown/Items section, enter the item(s) you are crediting:
Use the fields to manually enter prices or quantities.
Use Enter to move across fields quickly.
For drop-downs, use arrow keys and Enter to select.
⚠️ The credit note will be pre-filled with invoice items by default—helpful when crediting the full amount.
Final Step: Save the Credit Note
Once all required information is completed:
Click Save
The credit note will now be issued and listed against the invoice record
You can then download or email it to the customer if needed.
Frequently Asked Questions
💭 Can I raise a credit note without a job or invoice?
No, credit notes must be linked to an existing job/invoice.
💭 Will this reduce the invoice balance automatically?
Yes, once saved, the credit note is applied to the invoice balance.
💭Can I customise how the credit note looks?
Only the description and line breakdown options are editable—the rest follows your invoice styling.