--- title: How to create, edit, and delete a customer credit note? description: Learn how to create, edit, and delete a customer credit note in Sequence to correct invoices, manage credit memos, and keep track of refunds. --- [Skip to content](https://university.wearesequence.ai/en/knowledge/how-to-create-edit-and-delete-a-customer-credit-note#main-content) - [English](https://university.wearesequence.ai/en/knowledge/how-to-create-edit-and-delete-a-customer-credit-note) - [Français](https://university.wearesequence.ai/fr/knowledge/comment-créer-modifier-et-supprimer-une-note-de-crédit-client) English Show submenu for translations ![sequence-1-v-1-1](https://university.wearesequence.ai/hubfs/sequence-1-v-1-1.svg) Open main navigation Close main navigation - - [English](https://university.wearesequence.ai/en/knowledge/how-to-create-edit-and-delete-a-customer-credit-note) - [Français](https://university.wearesequence.ai/fr/knowledge/comment-créer-modifier-et-supprimer-une-note-de-crédit-client) English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](http://www.wearesequence.ai/en/knowledge?hsLang=en) 2. [Sales](http://www.wearesequence.ai/en/knowledge/sales?hsLang=en) 3. [Credit notes](http://www.wearesequence.ai/en/knowledge/sales?hsLang=en#credit-notes) # How to create, edit, and delete a customer credit note? ## Left menu \> Sales \> Credit notes 1\. Click on the **Sales** section in the left-hand side menu. ![creer\_modifier\_supprimer\_note\_credit\_vente01](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/creer_modifier_supprimer_note_credit_vente01.png?width=688&height=387&name=creer_modifier_supprimer_note_credit_vente01.png) 2\. From the options that appear, select **Credit Notes**. **![creer\_modifier\_supprimer\_note\_credit\_vente02](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/creer_modifier_supprimer_note_credit_vente02.png?width=688&height=387&name=creer_modifier_supprimer_note_credit_vente02.png)** 3\. To create a credit note, click on the **Create Credit Note** button. ![creer\_modifier\_supprimer\_note\_credit\_vente03](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/creer_modifier_supprimer_note_credit_vente03.png?width=688&height=387&name=creer_modifier_supprimer_note_credit_vente03.png) 4\. Select the customer or create a new one using the **Add Customer** option that appears when expanding the customer selector. ![creer\_modifier\_supprimer\_note\_credit\_vente04](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/creer_modifier_supprimer_note_credit_vente04.png?width=688&height=387&name=creer_modifier_supprimer_note_credit_vente04.png) 5\. The **number** and **reference** will be filled in automatically. You can modify the number if you wish. ![creer\_modifier\_supprimer\_note\_credit\_vente05](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/creer_modifier_supprimer_note_credit_vente05.png?width=688&height=387&name=creer_modifier_supprimer_note_credit_vente05.png) 6\. Confirm the **currency** of the credit note, as well as the **issue date** and **due date**. You can also attach an associated invoice. ![creer\_modifier\_supprimer\_note\_credit\_vente06](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/creer_modifier_supprimer_note_credit_vente06.png?width=688&height=387&name=creer_modifier_supprimer_note_credit_vente06.png) 7\. Indicate whether **VAT** is included or not in the unit price. ![creer\_modifier\_supprimer\_note\_credit\_vente07](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/creer_modifier_supprimer_note_credit_vente07.png?width=688&height=387&name=creer_modifier_supprimer_note_credit_vente07.png) 8\. Select the **sales category** under which you want to account for the credit note. ![creer\_modifier\_supprimer\_note\_credit\_vente08](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/creer_modifier_supprimer_note_credit_vente08.png?width=688&height=387&name=creer_modifier_supprimer_note_credit_vente08.png) 9\. Fill in the **services or products** to appear on the credit note, including name, quantity, units, unit price, and VAT. ![creer\_modifier\_supprimer\_note\_credit\_vente09](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/creer_modifier_supprimer_note_credit_vente09.png?width=688&height=387&name=creer_modifier_supprimer_note_credit_vente09.png) 10\. To add more services or products, click on **Add a service or product**. If you want to organize them into groups, you can add section titles using the **Add Section** button. ![creer\_modifier\_supprimer\_note\_credit\_vente10](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/creer_modifier_supprimer_note_credit_vente10.png?width=688&height=387&name=creer_modifier_supprimer_note_credit_vente10.png) 11\. You can add an **Adjustment** to the credit note, as well as a **Discount** applied to the invoice total, either as a percentage or a fixed amount. ![creer\_modifier\_supprimer\_note\_credit\_vente11](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/creer_modifier_supprimer_note_credit_vente11.png?width=688&height=387&name=creer_modifier_supprimer_note_credit_vente11.png) 12\. Add text if desired before or after the product table of the credit note. You also have a space for **Comments**. ![creer\_modifier\_supprimer\_note\_credit\_vente12](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/creer_modifier_supprimer_note_credit_vente12.png?width=688&height=387&name=creer_modifier_supprimer_note_credit_vente12.png) 13\. In the **Settings** section, you will find several customization options for the credit note. ![creer\_modifier\_supprimer\_note\_credit\_vente13](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/creer_modifier_supprimer_note_credit_vente13.png?width=688&height=387&name=creer_modifier_supprimer_note_credit_vente13.png) 14\. You have several options to finalize the generation of your credit note by clicking on the arrow next to the main button. You can choose from: **Generate without sending**, **Generate and download**, **Generate, send and finish**, or **Save as draft**. ![creer\_modifier\_supprimer\_note\_credit\_vente14](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/creer_modifier_supprimer_note_credit_vente14.png?width=688&height=387&name=creer_modifier_supprimer_note_credit_vente14.png) 15\. You can also select **Save and Send**. ![creer\_modifier\_supprimer\_note\_credit\_vente15](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/creer_modifier_supprimer_note_credit_vente15.png?width=688&height=387&name=creer_modifier_supprimer_note_credit_vente15.png) 16\. A pop-up window will appear with the email template to be sent to the client. Enter the client's email address in the **Send to** field if it is not pre-filled. ![creer\_modifier\_supprimer\_note\_credit\_vente16](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/creer_modifier_supprimer_note_credit_vente16.png?width=688&height=387&name=creer_modifier_supprimer_note_credit_vente16.png) 17\. Click **Confirm** to finalize and send the credit note to your client by email. ![creer\_modifier\_supprimer\_note\_credit\_vente17](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/creer_modifier_supprimer_note_credit_vente17.png?width=688&height=387&name=creer_modifier_supprimer_note_credit_vente17.png) 18\. A pop-up window will inform you that the credit note has been successfully generated and sent to the client. ![creer\_modifier\_supprimer\_note\_credit\_vente18](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/creer_modifier_supprimer_note_credit_vente18.png?width=688&height=387&name=creer_modifier_supprimer_note_credit_vente18.png) 19\. To edit a credit note from the list view, click on the three-dot icon and select the **Edit** option. ![creer\_modifier\_supprimer\_note\_credit\_vente19](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/creer_modifier_supprimer_note_credit_vente19.png?width=688&height=387&name=creer_modifier_supprimer_note_credit_vente19.png) 20\. You can also do this from the detailed view of a credit note by clicking on the three-dot icon and selecting **Edit**. ![creer\_modifier\_supprimer\_note\_credit\_vente20](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/creer_modifier_supprimer_note_credit_vente20.png?width=688&height=387&name=creer_modifier_supprimer_note_credit_vente20.png) 21\. To delete a credit note from the list view, click on the three-dot icon and select the **Delete** option. ![creer\_modifier\_supprimer\_note\_credit\_vente21](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/creer_modifier_supprimer_note_credit_vente21.png?width=688&height=387&name=creer_modifier_supprimer_note_credit_vente21.png) 22\. A pop-up window will ask you to confirm whether you really want to delete the credit note. 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