Create a credit note
/visma-net-erp/help/customer-ledger/process-invoices/create-a-credit-note
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To credit a customer if, for example, the customer received damaged goods or the invoice mistakenly overcharged the customer, you create a credit note by using the Sales invoices (AR301000) window.
2026-02-19T17:09:06+01:00
# Create a credit note
To credit a customer if, for example, the customer received damaged goods or the invoice mistakenly overcharged the customer, you create a credit note by using the Sales invoices (AR301000) window.
For more information: [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/).
To apply a credit note that was previously released (as described in [Release an invoice](/visma-net-erp/help/customer-ledger/process-invoices/release-an-invoice/) ) to customer ledger documents or to create a customer refund, see: [Apply a credit note to open documents](/visma-net-erp/help/customer-ledger/process-invoices/apply-a-credit-note-to-open-documents/).
1. Go to the [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/) window.
1. In the window toolbar, click  to initiate a database entry for a new document.
1. In the **Type** field of the top part, select **Credit note**.
1. In the **Date** field, enter the credit note date.
The **Post period** field is filled in automatically based on the selected document date.
1. Select the customer associated with the credit note.
1. In the **Location** field, check the customer location, and change it if necessary.
1. Optional: In the **Customer order** field, enter the reference number assigned by the customer to the customer document.
1. Make sure the document currency is the one you need, and change it if necessary.
The currency may be overridden only if the **Allow currency override** check box is selected for the customer in the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window.
1. Optional: In the **Description** field, add a brief description of the credit note or the reference number of the original invoice.
1. On the **Document details** tab, enter the details of the credit note, performing the following steps for each line (transaction):
> [!NOTE]
> A credit note must include at least one line.
1. In the table toolbar, click  to append a row to the table.
1. Optional: In the **Item ID** column, enter the ID of the item sold or the service provided to the customer.
1. Optional: In the **Transaction descr.** column, enter a description of the transaction.
1. Optional: Enter the quantity of the item sold.
1. Optional: In the **UoM** column, enter the unit of measure for the item.
1. Optional: In the **Unit price** column, enter the price per unit.
1. In the **Manual amount** column, enter the amount for the line. If you have specified a stock item, the system calculates the manual amount by multiplying its unit price and the quantity sold, but you can override this calculated price.
1. Check the **Account** column and change it if needed.
1. Check the **Subaccount** column if applicable, which the system fills in by default based on the rule in the **Combine sales sub. from** field of the [Customer ledger preferences (AR101000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/) window; you can manually change the subaccount if necessary.
1. Check the salesperson associated with the customer. You can change the selected salesperson if needed.
1. Optional: In the **Deferral code** column, select a deferral code if the expenses related to the item or service must be recognised in future periods.
1. To save the document with the **On hold** status, make sure the **Hold** check box is selected.
1. To save the document with the **Balanced** status, do one of the steps below, and make sure the **Hold** check box is cleared:
+ If the **Amount** field is available in the top part of the window, enter the total amount of the credit note.
+ If the **Amount** field is not available in the window, make sure the total amount of the document is displayed correctly in the **Balance** field.
1. In the window toolbar, click .
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