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✅ How to Issue Credit Notes and Apply Them in Britixo
A credit note in Britixo is used to cancel or refund all or part of an invoice. You can create a credit note for any paid or partially paid invoice and apply the amount to future invoices or issue a refund.
This guide explains how to generate credit notes and apply them accurately within the system.
Issue a Credit Note
Log in to Britixo at https://britixo.com/app/login .
Navigate to Sales → Invoices .
Find the invoice you need to issue a credit for.
Click on the invoice to open it.
In the top-right menu, click More Options (three dots) and select Credit Note .
Fill in Credit Note Details
In the credit note form, confirm or edit the following:
Client – Auto-filled from the original invoice
Credit Note Date – Defaults to today
Reference Number – Auto-generated or manually entered
Currency – Matches original invoice
Admin Note / Client Note – Optional internal or visible notes
Items – Auto-copied from the invoice (you can remove or adjust)
Modify the quantity, tax, and pricing if issuing a partial credit.
Add additional items or notes as needed.
Click Save .
Apply Credit to Invoice
After creating the credit note:
If the invoice is unpaid or partially paid, the credit will be applied to the balance
If fully paid, the credit will show as Available Credit in the client’s account
Use Credit for Future Invoices
When creating a new invoice for the same client, Britixo will automatically suggest applying the available credit.
You can manually apply or leave the credit unused for later.
View All Credit Notes
Go to Sales → Credit Notes to see a list of all issued credit notes.
Click on any entry to:
View linked invoice
Edit or delete (if permissions allow)
Print or email the credit note PDF
Permissions and Access
Only staff with proper role permissions can issue or manage credit notes. Check settings under Setup → Staff → Roles if needed.
Tip
Use credit notes not only for refunds, but also to correct billing errors, provide service credits, or handle product returns in a transparent way.
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