Manually Generating a Credit Note document (Admin)
Once a credit note has been created on a booking, you can manually generate and download the credit note document (PDF). This is typically used when you need to email the document directly to a client or resend it..
See user guide on creating credit note transaction - here
When to use this
A booking has been cancelled after invoicing
A partial or full refund is required
An invoice was raised incorrectly and needs reversing
Steps to Generate a Credit Note Document
The booking already has a credit note
Open the contact with the credit note assigned to them (typically the organisation or the booker contact file)
Check the contacts > accounts tab to confirm this
Select Documents > Actions
Select Generate document and select ‘Credit Note’ from the dropdown.
From the transactions dropdown select the applicable credit note transaction
Only credit notes will appear here.
Generate and download.
After Creation
The credit note will appear under the documents tab
It can be downloaded as a PDF if required
You may need to trigger any relevant automations (e.g. sending to client) or manually emailing client if automation has not been configured
The credit note document will be attached to the transaction in the Finance feature
Important Notes
Credit notes should always relate to an existing invoice
Avoid deleting invoices—use credit notes to maintain an audit trail
Double-check amounts before generating, especially for partial credits
If financial integrations are in place, confirm sync status after creation