A credit note must be issued when an invoice has already been created, but its amount subsequently needs to be reduced or cancelled, either in full or in part.
A credit note is often the step that precedes the refund process.
Situations where it may apply:
a billed service is cancelled;
a product is returned;
a discount needs to be applied after invoicing;
a quantity or pricing error needs to be corrected;
an invoice needs to be cancelled after it has already been issued.
Plannit invoice versions
🔍 What are version 1 and version 2 invoices?
Customers who created their Plannit account before July 2026 generally have version 1 invoices and quotes.
For accounts created as of July 2026, invoices and quotes are only available in version 2.
If your account was migrated from version 1 to version 2, each invoice displays an indicator showing which version it uses: ⓘ v1 or ⓘ v2.
▪️ Version 1 invoice
In version 1 of Plannit, it is not possible to issue a true credit note.
However, you have two options:
Modify the original invoice if the sales tax for that invoice has not yet been remitted.
Apply negative items to a future invoice, provided that its total balance remains positive.
Method 1: Credit on the original invoice
If the sales tax for the invoice has not yet been remitted, you can apply negative items to the original invoice to reflect the credit being issued.
Here's how:
Open Invoices and select the applicable invoice.
Under Items, click the product/service to be credited.
Enter the quantity to be credited as a negative value to reflect the credit being issued.
Save the changes.
Verify the new invoice balance.
If a payment has already been made, process the refund if applicable. See the “Issue a Refund” procedure.
Method 2: Credit on a future invoice
Here's how:
Open Invoices and create a new invoice for the customer.
Under Items, click the product/service to be credited.
Enter the quantity to be credited as a negative value to reflect the credit being issued. You can also add a note for reference.
Save the changes.
When the customer purchases new products or services, you can use this same invoice to add the new items.
▪️ Version 2 invoice
Coming soon... This feature is currently under development.