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Create credit notes with Dashdoc Invoicing
Myriam Roué avatar
Written by Myriam Roué
Updated over 6 months ago

From your invoice, create a total credit note to be able to modify the data and re-invoice the whole.

Create a full credit note :

  • Open the invoice for which you wish to generate a credit note

  • Click on "more actions" : Generate a full credit note

  • Your draft credit note is created: it shows the total amount of the invoice. You can then click on "finalize" to generate the final credit note.

  • You can now re-invoice the concerned transports

  • These shipments are displayed in the order well to be invoiced. By clicking on a shipment, you can modify its price if required.

  • Once you have modified the shipment(s), you can re-select all your shipments for re-invoicing.

  • You will find all your credit notes in my invoices, attached to the relevant invoice:

    Create a bare credit note

    You can also create a bare credit note that is not linked to an invoice.

    This allows you to manage the following cases:

    • Annual discount for your customers

    • Invoicing of a negative fuel surcharge on a separate invoice

    • Credit note for several invoices

    • Credit note on part of an invoice


    To create a bare credit note, go to the Billing menu, then Credit Notes, and at the top right Create a transport less credit note.

    Choose your customer and create your credit note.

    💡Certain actions are not possible on other assets :

    • no PDF view of the draft credit note

    • no additional documents

    • bare credit notes are not taken into account when calculating the amounts exclusive of VAT when you select several invoices


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