Create Credit Notes

Credit notes in Surface Solutions are created exclusively from existing orders. A credit note can only be generated if the outstanding amount of an order is negative.

The outstanding amount is automatically calculated:
It results from the sum of all order items minus the amounts already invoiced. Once the outstanding amount is less than 0, the "Create Credit Note" button appears in the order editor instead of the "Create New Invoice" button.

If the amount is exactly 0, no invoicing can occur, and for a positive amount, the "Create Invoice" button is available again. In the order editor, you can add or remove items to adjust the outstanding amount.