Reverse invoices and credit notes

Understand the difference between reverse invoices, standalone credit notes, and Customer CN, and choose the correct document.

Reverse Invoices and Credit Notes

Invoice, Reverse Invoice, Credit Note, and Customer CN

A Reverse Invoice formally cancels an Invoice and remains under Invoices. A Credit Note is created without a source Invoice and is listed under Credit notes. Customer CN is a separate module for documents received from customers.

Reverse Invoices

A Reverse Invoice is created from an Invoice, remains under Invoices, and keeps the source document visible in its details.

Credit Notes

A Credit Note is created without a source Invoice and appears on the Credit notes tab. It can be copied, marked as Paid, or returned to Unpaid when those actions are available.

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