In Stax Bill, a credit note is generated whenever a charge is reversed on an invoice. Multiple credit notes are created for the invoice if multiple charges are reversed. A credit note is always associated with an existing invoice.
Each credit note is uniquely numbered and contains the following details:
customer contact information and shipping address
a description of the charge and the net amount being reversed
any associated taxes and discounts also being reversed
the associated invoice number and posted date
the total credit note amount
Credit notes can be downloaded in PDF format for distribution if required.
Credit notes follow the number format
[associated invoice number]-CR-[number of the credit note if there is more than one, otherwise 1]
for example, "100936-CR-4".
To search for and view credit notes:
Navigate to Invoices >Credit Notes.
In the Search area, select a filter from the dropdown list. You can search by ID number, your internal ID number, the company name, the customer's last name, the credit note number, the invoice number, or the invoice posted date.
Depending on what you selected in step 2, the box on the right will either be a text box or a dropdown list. Type or select the value you wish to search for.
To apply additional filters, click Add Filter, select a filter from the dropdown list, and specify a value. Repeat for up to five filters.
Only the Subscriptions that match your criteria appear in the grid.
Note: To sort the search results, select your search criteria from the Sort by dropdown list, specify either Ascending or Descending and click Sort.
- You can export the list of credit notes by clicking the export button in the top right-hand corner to download a CSV file containing the credit notes.
Once you have located the correct credit note in the grid, click Details.
The credit note appears.
If you wish to download or distribute the credit note, click View as PDF on the bottom right border of the page.
The PDF appears in a new browser tab and is downloaded to your default Downloads folder.