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How to issue a credit note?
How to issue a credit note?
Alexandra Gallisová avatar
Written by Alexandra Gallisová
Updated over a week ago

Creating a credit note or request for credit note can be done from various places within Allfred:

  • Projects: List of projects - via the "Actions" button.

  • Project Detail: via the "Actions" button.

  • Finance - Request For invoicing - via the "Add New" button.

  • Proforma or Outgoing Invoices: via the "Add New" button.

Issuing a credit note or preparing documents for a credit note is divided into 4 steps:

1) Project details

In this step, the data is filled in automatically if you are issuing a credit note from the List of projects or project detail. If you are issuing a credit note from other places, you must enter the following information:

  1. Brand/s

  2. Billing address

  3. Project

  4. Contact person

  5. Owner and Team are prefilled automatically based on Project, but you can change them

2) Budget items

In the second step of the credit note, you click on the items that you want to credit with the amount. When clicking on budget items, it is possible to edit the value that you want to credit. The negative invoiced value of the budget items is automatically added. To issue a credit note, a negative value is required.

3) Invoice details

In the third step, you need to complete the following information:

  1. Issue Date

  2. Date of supply

  3. Due date (prefilled automatically based on settings in billing address)

  4. Currency

  5. PO - if needed

  6. Invoice items and Amounts = Use the "Generate from budget items" button to transfer budget items and amounts defined in step 2

  7. Notes - if needed

4) Submit / Create credit note
The buttons at the end of the process are displayed according to the role you are assigned in Allfred. If you are a Project manager, Team leader, or Managing Director, you can only submit a credit note (unless you have defined otherwise in your version - by personal agreement).


If you are a Financier, CFO, or Admin, you have the right to issue an invoice, i.e. "Create Invoice". By issuing a credit note, you generate a credit note and the PDF document. You can find the credit note using the filter Type in the "Outgoing invoices" section.


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