Skip to main content

Keyboard shortcuts

Go to (press G then…)

  • Dashboard G D
  • Leads G L
  • Customers G C
  • Contacts (peOple) G O
  • Projects G P
  • Tasks G T
  • Marketing campaigns G M
  • Quotations G Q
  • Sales orders G S
  • Service desK G K
  • Invoices G I
  • Suppliers G U
  • Purchase orders G E
  • Competitors G V
  • Reports G R
  • Activity G A
  • Chat G H
  • Inbox G N
  • Products G B
  • Organisation settings (Gear) G G
  • Help centre (Wiki) G W

Create new (G, section, then N)

  • New lead G L N
  • New customer G C N
  • New quotation G Q N
  • New invoice G I N
  • New sales order G S N
  • New service desk case G K N
  • New task G T N
  • New project G P N
  • New purchase order G E N
  • New competitor G V N

On the current page

  • New N
  • Edit E
  • Focus search /

Within a list

  • Next / previous row J / K
  • Open focused row Enter

General

  • Global search (all records) ⌘K
  • Open this cheat sheet ?
  • Close dialog / clear chord Esc
Press N after any creatable section (also suppliers, products, campaigns) to open its new form. Shortcuts are ignored while typing in inputs. Press Esc to close this dialog or clear a pending chord.
Beagle Software
All topics 39

Refunds & credits

Credit notes

Refund or account credit

Raise a credit note from an invoice when you need to reduce what is owed, return money, or store value on the customer account. A credit note is Issued the moment you create it — there is no draft step and nothing to send — and it stays that way until it is Voided.

The credit notes list showing credit note numbers, the source invoice, customer, amount and status

Choose the credit mode

You can create a Full Credit, credit selected invoice lines, or enter a Custom Amount with its VAT rate. BeagleCRM shows the maximum creditable balance before you confirm.

Paid vs unpaid invoices

For unpaid invoices, the credit normally applies back to the invoice balance. For paid invoices, you choose whether the issued credit becomes Account Credit or a Refund.

Refund details & account credit

Refund credits can store a refund method, reference number, and refund date. Account-credit resolutions increase the customer's available balance so it can be applied to a future invoice.

Numbering, history & voiding

Credit notes have their own prefix and next number in Organisation Settings. The credit notes list links each note back to its invoice, and admins can void an Issued credit note with a reason.

What voiding undoes depends on the resolution. Only a credit that went back against the invoice restores the invoice balance. Voiding an Account Credit note reverses the customer's credit instead — reopening any invoice that credit had been applied to — and voiding a Refund note simply marks the note voided, because the invoice balance was never reduced in the first place. Money already refunded to the customer is not chased back for you.

Effect on the sales order and stock

If the invoice came from a sales order, issuing any credit note against it sends that order back to Pending and returns the stock-tracked units it took out, as a Return movement on each product. This happens whatever the credit is worth, so a small partial credit reopens the whole order. The new-credit-note form warns you which order is about to be reverted before you confirm. Orders that are already Pending or Cancelled are left alone, and voiding the credit note afterwards does not put the order back — walk it forward again yourself.