--- title: How to Issue a Credit Note for an Invoice from the Client Card (New Client Card) description: Learn how to issue a credit note for an invoice from the new Pabau Client Card to correct billing errors, adjust balances, or process refunds. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-issue-a-credit-note-for-an-invoice-from-the-client-card-0#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [New Client Card](https://support.pabau.com/en/pabau2/new-client-card?hsLang=en) # How to Issue a Credit Note for an Invoice from the Client Card (New Client Card) ## Credit notes are issued on invoices to rectify errors, provide refunds, or adjust balances. In this article, we will explain in detail how to issue a credit note for an invoice from the client card. #### Step 1: Navigate to the Client Card Start by [logging in to your Pabau account](http://app.pabau.com). Then click the search bar at the top of the page and type at least three letters of the client’s name — Pabau filters the results as you type. Select the client to open their client card. ![how to delete a client 1](https://support.pabau.com/hs-fs/hubfs/Clients%20category/how%20to%20delete%20a%20client%201.png?width=670&height=264&name=how%20to%20delete%20a%20client%201.png) #### Step 2: Switch to the Financials Tab In the client card, select the **Financials** tab. This section holds the client’s invoices, payments, and other financial records. ![How to Issue a Credit Note for an Invoice from the Client Card 1](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Issue%20a%20Credit%20Note%20for%20an%20Invoice%20from%20the%20Client%20Card%201.png?width=604&height=186&name=How%20to%20Issue%20a%20Credit%20Note%20for%20an%20Invoice%20from%20the%20Client%20Card%201.png) #### Step 3: Locate the Invoice Within Financials, open the **Invoices** sub-tab, where all raised invoices are listed. Locate the invoice you want to credit and click its invoice number to open it. ![How to Issue a Credit Note for an Invoice from the Client Card 2](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Issue%20a%20Credit%20Note%20for%20an%20Invoice%20from%20the%20Client%20Card%202.png?width=616&height=326&name=How%20to%20Issue%20a%20Credit%20Note%20for%20an%20Invoice%20from%20the%20Client%20Card%202.png) You can also issue a credit note directly from the invoice list — hover over the invoice row, click the **three dots** on the right, then select **Credit Note** from the dropdown. ![How to Issue a Credit Note for an Invoice from the Client Card 3](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Issue%20a%20Credit%20Note%20for%20an%20Invoice%20from%20the%20Client%20Card%203.png?width=381&height=292&name=How%20to%20Issue%20a%20Credit%20Note%20for%20an%20Invoice%20from%20the%20Client%20Card%203.png) #### Step 4: Open the Options Menu With the invoice open, click the **Options** button in the top right corner. A dropdown lists the actions you can take with the invoice — **Credit Note** is the first option. ![How to Issue a Credit Note for an Invoice from the Client Card 4](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Issue%20a%20Credit%20Note%20for%20an%20Invoice%20from%20the%20Client%20Card%204.png?width=595&height=222&name=How%20to%20Issue%20a%20Credit%20Note%20for%20an%20Invoice%20from%20the%20Client%20Card%204.png) **NOTE:** Credit note permissions can be adjusted in the staff profile. To learn more, refer to [this article](https://support.pabau.com/en/pabau2/how-to-manage-credit-note-permissions?hsLang=en). #### Step 5: Select a Credit Note Reason Once you click **Credit Note**, the **Create Credit Note** window will appear, showing the invoice number and a short explanation of what a credit note does. Start by selecting a **Credit note reason** from the dropdown (required). By default, the reasons are: - Debt Write Off - Incorrect Amount - Insurance Shortfall - Reissue To Insurance ![How to Issue a Credit Note for an Invoice from the Client Card 5](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Issue%20a%20Credit%20Note%20for%20an%20Invoice%20from%20the%20Client%20Card%205.png?width=350&height=241&name=How%20to%20Issue%20a%20Credit%20Note%20for%20an%20Invoice%20from%20the%20Client%20Card%205.png) You can also adjust the **Date** if needed — it can’t be earlier than the invoice date. #### Step 6: Adjust the Details In the **Items to credit** section, you can: - Tick the box next to each item you want to include in the credit note - Adjust the **Quantity** and **Credit Amount** for each item - Use **Select all** / **Clear all** in the corner of the card to select or deselect every item at once ![How to Issue a Credit Note for an Invoice from the Client Card 6](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Issue%20a%20Credit%20Note%20for%20an%20Invoice%20from%20the%20Client%20Card%206.png?width=373&height=434&name=How%20to%20Issue%20a%20Credit%20Note%20for%20an%20Invoice%20from%20the%20Client%20Card%206.png) Depending on the invoice, you may also see these additional options: - **Refund the allocated payment** — this switches on automatically when the amount you’re crediting exceeds the invoice’s outstanding balance, returning the excess to the client. When a refund applies, select the refund payment method from the dropdown that appears. - **Remove \[item\] from Client Card** — for vouchers and packages on the invoice, tick this box to remove the item from the client’s record. This can’t be undone. - **Return to stock** — for retail products, tick this box to return the credited stock to your inventory. - **Add a note (optional)** — add any internal notes about the credit. The **Credit total** updates automatically based on the items and amounts selected. Once you’re done, click **Create credit note** to confirm, or **Cancel** to exit without saving. #### Step 7: Confirm the Changes To confirm that the changes are reflected in the client’s records, navigate to **Financials \> Invoices**, where the credit note appears with an invoice number starting with CN, alongside the amount that was credited. ![How to Issue a Credit Note for an Invoice from the Client Card 7](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Issue%20a%20Credit%20Note%20for%20an%20Invoice%20from%20the%20Client%20Card%207.png?width=625&height=237&name=How%20to%20Issue%20a%20Credit%20Note%20for%20an%20Invoice%20from%20the%20Client%20Card%207.png) You’ll also see **Credit** and **Refund** tags next to the original invoice, indicating that a credit note was issued and, if applicable, that a refund was processed. #### **How do I re-issue an invoice the client already paid by card, without charging them again?** If an invoice paid by card was raised incorrectly (for example, part of it should have been paid in cash), you can move the payment onto a corrected invoice without refunding the card and charging it again. The card payment goes to the client's account balance, and you use that balance on the new invoice. 1. Issue a credit note for the incorrect invoice (Steps 1 to 6 above), selecting every item you need to re-invoice. 2. Leave **Refund the allocated payment** ticked and choose **Account** as the refund payment method. Do not choose **Stripe**: that sends the money back to the client's card. 3. Click **Create credit note**. The credited amount is added to the client's account balance and no money leaves your account. 4. Raise the corrected invoice in the Point of Sale. At payment, pay the card part with **Account** and record any other part (such as cash) with its own payment method. See [How to Use Money on Account When Raising an Invoice](https://support.pabau.com/en/pabau2/how-to-use-prepaid-payment-methods-at-checkout?hsLang=en). **NOTE:** **Account** is not offered on a walk-in invoice (one without a client), because there is no client account to credit. *Where this comes from: the refund methods listed in **Create Credit Note** are your payment types; the account balance is shown on the client card.* If you follow these steps, you’ll be able to issue a credit note to correct billing mistakes and keep the client’s financial records accurate. --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), browse the related articles below or use the search bar at the top of the page. 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