How to raise credit and debit notes
Web
Updated Aug 2026
When you need to adjust what a customer owes you (or what you owe a supplier) — a price correction, an allowance, goods not returned — use a credit or debit note rather than editing the original invoice. RushFlow posts it to the ledger and adjusts the balance cleanly, keeping an audit trail.
Step by step
- Choose credit or debitWeb: raise a credit note to reduce what a customer owes (or what you owe a supplier is a debit note), from the customer/supplier area.
- Enter the amount and reasonRecord the value and a reason so the adjustment is explainable later.
- It adjusts the balanceThe note posts to the ledger and updates the customer or supplier balance.
Where to find it
Web: the customer / supplier ledger area.
Using notes instead of editing invoices keeps your history intact and your books auditable.
Frequently asked questions
How do I correct a customer’s balance?
Raise a credit note to reduce what they owe (or a debit note to increase it), rather than editing the original invoice. It posts to the ledger and adjusts the balance with an audit trail.
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