---
title: Credit notes and refunds
description: Correct a posted invoice or give money back, without rewriting history.
url: https://docs.tryaxo.com/credit-notes/
updated: 2026-10-04
---

# Credit notes and refunds

*Correct a posted invoice or give money back, without rewriting history.*

A posted invoice can't be edited. To correct one, issue a credit note or reverse it, so the original and the correction both stay in your records.

| Situation | What to use |
|---|---|
| Part of the invoice was wrong, or goods came back | A credit note for that part |
| The whole invoice shouldn't exist | Reverse the invoice |
| The customer overpaid and wants the money back | A refund from their credit balance |

**Issue a credit note**

1. Open the invoice and choose **Actions**, then **Credit note**.
2. Choose the lines and quantities you're crediting.
3. Save and post. The credit reduces what the customer owes, or adds to their credit balance.

**Refunds**

A refund pays a customer's credit balance back to them and posts to the correct accounts automatically.