Your Credit notes in Upflow

Credit notes list view

Find all your credit notes (credit memos) under the Invoices list view > Credit Notes tab:

All credit notes imported/synced from your billing tool will be displayed in this list view. You can filter them based on different information (learn more here: Filters in Upflow).

Add, remove, reorder columns* to your needs and save the view to find this format later.
Export the (filtered) list.

*Available credit note fields

Field name	Description
Reference	The credit note reference in your source system
Customer	The customer the credit note is applied to
Issue date	Based on the date filled in your source system
Applied to	The reference the credit note is applied to (invoice, payment)
Total amount	Credit note’s total amount when issued
Unapplied amount	Amount unapplied to any references, left to apply
Imported date	Date and time the credit note was synced into Upflow
External ID	Credit note ID from your source system
Title	If any synced from your source system

Credit notes - Customer page

From your customer’s detail page, click the Credit Notes tab at the top right to see all their related references. There, you can rearrange the available columns as in the list view. And search for a specific reference if there are more than 10 references. Click “View all credit notes” to be redirected to the list view, filtered on this customer.

Credit notes - Customer portal

In your customer portals, credit notes are currently available based on their application. Applied credit notes PDFs are by default merged with the related invoice(s) PDFs when downloaded from the portal. They’re not yet visible in a dedicated section. Unapplied (or not fully applied) credit notes, are visible in a dedicated section for information, but can’t be applied from the portal. They must be applied from your source of truth.