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

​

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.

​

Troubleshooting

You can identify unapplied credit notes from:

​

A credit note 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. :)