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Documentation Index

Fetch the complete documentation index at: https://docs.upflow.io/llms.txt

Use this file to discover all available pages before exploring further.

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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.

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*Available credit note fields

Field nameDescription
ReferenceThe credit note reference in your source system
CustomerThe customer the credit note is applied to
Issue dateBased on the date filled in your source system
Applied toThe reference the credit note is applied to (invoice, payment)
Total amountCredit note’s total amount when issued
Unapplied amountAmount unapplied to any references, left to apply
Imported dateDate and time the credit note was synced into Upflow
External IDCredit note ID from your source system
TitleIf any synced from your source system

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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.

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Troubleshooting

You can identify unapplied credit notes from:
  • Your main Dashboard:
Click See unapplied credit notes for more details. It’ll redirect you to ⤵️
  • The Credit notes list view, filtered on “Amount fully applied = False”:
  • Or from the credit note page:

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A reference is missing or unexpectedly unapplied?

Head to your billing tool, check its information and submit a Support request at the top with:
  • The context + identified issue
  • The reference (number)
  • Its external ID (+ Upflow URL if present in Upflow)
  • The invoice(s) it should be linked to and the linked amount
  • Any additional information you’d believe relevant here. :)