Credit Notes in TimeFlow

Before you start

You need accounting permission.

Finding this in the UI

• Left sidebar → Accounts Manager, then Credit Notes, or go directly to /dashboard/accounting/credit-notes.

Creating a credit note

Click Add Credit Note (/dashboard/accounting/credit-notes/add) — the credit note number is suggested from your last one (editable).

• Select the original invoice to copy the client, account, order, currency, and invoice lines across — once selected you'll also see Invoice total, Already credited, and Remaining after this credit summary figures. Lines land in a table below (Description/Qty/Unit price/Tax/Net/Tax amt/Gross, each editable via a pencil icon or removable). Use the Add a line row above it (Description, Qty, Unit price, Tax category, Tax %, then + Add line) for a line not on the invoice, or to credit without linking an invoice at all. Totals always follow the lines.

• Choose a reason — Goods Returned, Defective Goods, Overcharge Correction, Order Cancelled, Discount Applied, Price Adjustment, Service Issue, or Other — and add a description (required if the reason is "Other"). Tax date defaults to the credit date.
• Add notes (shown on the credit note PDF), then click Create credit note to save as Draft.

Moving it forward

• Draft notes can be Issued or deleted.
• Issued notes can be Applied to the invoice.
• Issued and Applied notes can't be deleted from the UI.
• Download PDF or Print from a row or the detail page — the PDF is a credit document (status stamp, invoice reference, tax by line, CR total) without banking details.

Finding credit notes

The list opens with four summary cards — Outstanding (ZAR) (issued, not yet applied), Applied (ZAR), Drafts waiting, and Cancelled — then Filters: period presets (Today/Last 7 Days/Last 30 Days/This Month/Last Month/This Year/All Time), status chips (All/Draft/Issued/Applied/Cancelled, each showing a live count), a search box (by number, client, or invoice), a sort dropdown, and Clear Filters.

Tips

• A credit note's detail page shows other credits already applied to the same invoice, so you can see the full impact at a glance.
• Tax report summaries elsewhere in Accounting can include credit note breakdowns for statutory filing.