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Professional Invoicing Software

Credit Note Software

Looking for the right way to implement credit notes effortlessly? Moon Invoice introduces a user-centric approach to generating a credit note and managing its end-to-end activities. Now, create or manage multiple credit notes on one platform efficiently. Get all the required latest features to sketch a professional-looking credit note for any transaction and enhance business health.

Generate Credit Notes
Credit Note Software

Create Credit Note From Invoice Magically

Have you created an invoice and want to convert it into a credit note? Here is an easy solution. You can convert your invoice into a credit note within a blink of an eye. Create your invoice while filling out the correct details and save it. Go to the upper right corner and click on the three dots. Choose the option credit note and get your credit note from the invoice.

Convert Invoice to Credit Note
Create Credit Note From Invoice Magically

Easy Managing Credit Note Reports

Moon Invoice offers an easy way to manage your credit note reports. You can easily view the list of credit notes you generate by navigating to the left side. You can also sort them by date, name, credit note number, ascending or descending form. Easily filter your credit note date-wise or customer name-wise. Also, you can view the total credit note amount through the dashboard section.

Lets Manage Credit Note Report
Easy Managing Credit Note Reports

Attach Your Documents to Enhance Understanding

Make your credit note highly informative by adding more details and attaching documents relevant to your credit note. Our credit note creator fully supports attachments that make your credit memo highly understandable. Just navigate to the attachment option, choose your document, and attach it. It also helps to enhance your record keeping, leading to an accurate process.

Instantly Create Credit Memos
Attach Your Documents to Enhance Understanding

Follow Three Steps and Duplicate Your Credit Note

There are some scenarios where duplicating your credit note is important. Creating another fresh credit memo as a copy identical to your old one is time-consuming in the manual process. Save your time and effort at Moon Invoice by making the same credit note by duplicating it. Want to duplicate your credit note? It’s just 3 steps away.

  • Choose the credit note you want to duplicate.
  • Navigate to the upper right corner side and click on three dots.
  • Go to duplicate -> As a credit note
Duplicate Your Credit Note
Follow Three Steps and Duplicate Your Credit Note

Forward Credit Note on WhatsApp - Fast and Easy

Sharing crucial documents on WhatsApp is a necessity for every business. That's why Moon Invoice introduced a WhatsApp sharing feature. Do you want to share your credit note with anybody? Yes, it's simple and fast to share your credit notes with your clients on WhatsApp. Just follow the steps.

  • Choose the credit note you want to share.
  • Navigate to the three dots in the upper right corner.
  • Click on WhatsApp.
  • Add the WhatsApp number and click on send.
Send Credit Memo on WhatsApp
Forward Credit Note on WhatsApp - Fast and Easy

Let Your Business Perform Globally With Multi-Currency Feature

We care for every business professional in every region of the world. Our credit note generator enables you to set your own country's currency. Just navigate to the currency field and choose your desired currency. If you are not able to find it, type your currency manually, and you will get it there. Set your credit note in any currency within a second and make your international credit note process highly effective.

Set the Currency
Let Your Business Perform Globally With Multi-Currency Feature

Avail a Quick Scan to Generate Credit Note in Less Time

Are you seeking the right solution to generate credit memos from scanning? Here it is for you. Generate credit notes from quick scans easily with Moon Invoice. The quick share option lets you scan the barcode of the products and fill in the entries for credit notes within a second. It's highly simple but very efficient to create a credit memo. Directly scan to ensure the highly accurate entry of each data.

Have a Quick Scan Now
Avail a Quick Scan to Generate Credit Note in Less Time

Quickly Generate Your Credit Note Within a Fraction of Second

Prepare your Credit Note with Moon Invoice to maintain records, enhance
business transparency, and strengthen customer relationships.

Generate Now!

What Additional Features Does Moon Invoice Offer?

Add Signatures

Add customers' signatures to craft a highly authorized credit note. Make a sign or upload the perfect one or make a signature request to your client via email.

Include Terms and Conditions

Include terms and conditions or notes for enhancing understanding. Our credit note software allows you to mention your business terms conventionally.

Activity Log

Keep a note of every time-wise activity you perform through the activity log. Check every single action performed on the credit note with just a click.

Take a Print or Save a PDF

Customize the setting and take the print or save credit note as a PDF as per your needs. Click the printer button, set your needs, and perform the desired action.

Share via Email

Send and share the credit note with anyone via email just by following a few clicks. Easily and quickly share your credit notes with your clients.

Instant Notification

Keep yourself updated with every latest notification that you get. Click on the bell icon and get any notification related to your credit note.

When to Use a Credit Note

Business owners create and give credit notes to the client in order to initiate funds for the client. Vendors use credit notes in following scenarios.

  • When the order gets canceled
  • Any kind of error in an invoice
  • Damage to the product
  • Any kind of modification to an order even after invoice generation
  • Transaction refund as a whole or as a part
When to Use a Credit Note

What are Benefits of Using a Credit Note?

Apart from refunding purposes, credit notes are beneficial in the listed scenarios.

Credit notes are helpful in making inventory management highly efficient. Vendors can easily check and track accounts for any change in stock with the help of credit notes. These changes take place when the product is returned or replaced.

Maintaining accurate records is possible with credit notes. Overall it enhances financial transparency.

Credit notes strengthen the client relationship by showing a gesture toward dissatisfied clients. Customer and vendor bonding gets stronger with creating a credit note and rectifying the mistake in processing.

Business owners can successfully manage cash flow by issuing a credit note. It prevents prolonged outstanding balances and resolves billing disputes quickly.

What are Benefits of Using a Credit Note?

What Information Should a Credit Note Include?

Likewise invoice, credit notes also possess some crucial information. While generating a credit note, one should always keep a note to include the
following information correctly.

Customers name
Customers address
Credit note number
Currency
Credit note issue date
Product description
Products quantity and rate
Tax and discount (if applicable)
Add signature

Check Our Clients Words Regarding Us

Steven Johnson Generating Credit Notes is so Simple! Great platform! It covers every feature that simplifies my work. I can now generate a credit note within a second.
Larry Vela Managing Credit Notes is Now Easy! Love it! Creating credit notes is no more a headache. I can make it at any time from my system. Moreover, this online credit note creator covers smart and amazing features.
Ronald Malmberg Recommend this Credit Note Software! This credit note software is great to use. Its handy approach and advanced features are another cherry on the cake. Highly recommended!

Want to Make Your Financial Operation Smooth With Credit Notes?

Accelerate your credit note generation with Moon Invoice. Choose us to manage
your credit notes efficiently.

Generate Credit Note Now

Frequently Asked Questions

Is a credit note defined as a refund?

A credit note is not a refund itself. It is a document that vendors generate to reflect the refund to the buyer in case of product damage or order cancellation.

Can a buyer request a credit note?

Yes, a buyer can request a credit note when an issue occurs in an original transaction.

How long can I use a credit note?

Credit notes have their expiry date. They are valid for 12 months, from the issuing date. The balance is automatically canceled if you have not used it within this period.

How is Moon Invoice helpful in streamlining credit note management?

Moon Invoice offers a user friendly credit note creator platform. Users can easily generate credit notes by filling in details like name, address, item description, price, and applicable tax or discount. Hence, it is easy to create a credit note within a minute. Moreover, features like adding signatures, applying to invoices, and WhatsApp sharing are other plus points of this credit note software.

How to create a credit memo in Moon Invoice?

Moon Invoice offers an easy approach to creating credit notes.

  • Visit mooninvoice.com and log in with your credential details.
  • Go to the sales section on the left side and click ‘Credit Notes.’
  • Click on the plus sign and enter the details.
  • Review the details once and then click on the Save button.
  • The final credit note is ready that you can download in PDF, or share via Email or WhatsApp.

Why is Moon Invoice a perfect platform for credit note and invoice management?

There are many factors that define the reason for choosing Moon Invoice for credit note and invoice management.

  • Our credit note software enables users to create an accurate credit note in a short time.
  • One can create unlimited credit notes as per the requirement.
  • Easy sharing with clients on WhatsApp and email.
  • Getting credit notes from invoices in less time.
  • Activity log feature to check the actions taken on your credit notes.

Can I use a credit note app to generate notes?

Yes, you can use our application to generate credit notes. It carries all the required features that make your credit note generation perfect.

Is it possible to utilize a credit note for a service company?

Yes, service-based companies can also use credit notes to settle a record of poor service.