Traffio's credit note functionality allows you to record an adjustment against an invoice that has already been finalised and sent to the client.

If you already use Traffio's invoicing area, the credit notes area should be immediately familiar to you. Much of the credit note functionality works in the same way as the invoicing functionality.

Some points of difference are;

Credit notes can only be created from existing invoices that are in a 'finalised' state.

To create a credit note, navigate to the details screen of an existing invoice that has a status of 'finalised' and click on the blue 'Credit Note' button on the right.

By default, many fields of the new credit note are pre-populated with details from the invoice from which it was created.

Similarly, the new credit note will appear with a line item already entered for the total amount of the invoice from which the credit note was created.

At this point, you can adjust any of the fields or line items as you require before saving the credit note.

Once saved, a credit note has been created in with a 'Draft' status.

You can also create a new credit note by clicking on the green 'New' button from the 'Credit notes' tab when viewing a finalised invoice.

As with invoices, credit notes must be in a 'finalised' state in order to issue the credit note to the client by email.

Navigate to a 'finalised' credit note and click the blue 'Email' button in the top-right area.

Client contacts that have their email preferences set to receive invoices and credit notes will be available as recipients. Likewise, credit notes can be carbon copied to recipients set in the 'Email Preferences' area of the corresponding invoice cost centre.

Credit notes can be viewed from two primary locations within Traffio, the main 'Credit Notes' screen found under 'Billing' > 'Credit Notes', and also under the 'Credit Notes' tab of an invoice details screen.

Additionally, credit note counts and totals appear in the 'Billing' > 'Invoices' screen. Only finalised credit notes will appear in the 'Credit notes' and 'Credit amount' columns of this screen.

Initially, the credit note functionality is only integrated with the Smart Connect accounting package. If your accounting package supports credit notes and would find credit note functionality beneficial, contact the Traffio team to discuss possible options.

Even without direct integration with accounting packages, credit note data can still be exported from Traffio using the 'Export' button in the top-right of the 'Billing' > 'Credit Notes' screen which can then be used to be imported into your accounting package of choice.

As of November, 2021, Traffio's credit note functionality is considered to be a preliminary release and we are looking to expand it's functionality and supported integrations.