How do I create a credit note?
Record a reversal against an existing invoice from the invoice's own actions.
A credit note records a reversal against an invoice — for example, when you refund a customer or cancel part of a bill. Credit notes are always created from an existing invoice, never from scratch.
Create a credit note
- Open Invoices from the sidebar.
- Find the invoice you want to credit. It must be a live standard invoice.
- Open the invoice's row actions and choose Credit note.
- The credit note opens pre-filled from the source invoice — same customer, currency, and line items, with taxes mirrored from the original.
- Adjust the lines as needed. You can edit each line's description, quantity, unit price, and discount %. The tax on each line is read-only and carried over from the invoice.
- Save the credit note.
Where credit notes live
Created credit notes appear under Credit Notes in the sidebar. There is no create button on that page — a credit note can only be started from an invoice's Credit note action.
Automated refunds are disabled
A credit note only records the reversal in BunnyDoc — it does not move any money. Automated customer refunds are turned off, so if the customer paid by card you must issue the actual refund manually in your Stripe dashboard.
Paid invoices
You cannot void an invoice that is paid or partially paid. To reverse one of those, create a credit note instead.