BunnyDoc
Quotes & credit notes

How do I issue a credit note?

Finalize a credit note so it is recorded against the original invoice.

Issuing a credit note finalizes it and records the reversal against the original invoice. A credit note needs the source invoice it was created from plus at least one line item before you can issue it.

Issue a credit note

  1. Open Credit Notes from the sidebar.
  2. Open the credit note you want to finalize.
  3. Make sure it is linked to its source invoice and has at least one line item.
  4. Choose Issue to open the issue confirmation.
  5. Confirm to issue the credit note. It is then recorded against the original invoice, and a credit note issued event is added to that invoice's timeline.

Refunds still happen in Stripe

Issuing a credit note records the reversal in BunnyDoc only. Automated customer refunds are disabled, so any card refund still has to be issued manually in Stripe.

How do I create a credit note?

Record a reversal against an existing invoice from the invoice's own actions.

How do I set up a recurring invoice?

Turn on recurring billing while creating an invoice so it generates automatically each month.

On this page

Issue a credit note