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Credit note to a customer

Ask for a credit note with the customer, date, amount and reason; it becomes the customer's credit balance.

Example prompts

Copy one into a chat with AUTOCOUNT connected and change the details to your own.

1. In Company A's book, issue a credit note to Customer B dated 2026-09-22 for RM 300.00, a price adjustment on invoice I-0123.

2. Credit note to Customer D for RM 1,180.00 including tax, goods returned, dated 2026-09-24.

Include in your request

• Customer, date and amount, and whether the amount includes tax.
• The reason in your words (price adjustment, goods returned, discount); your rules decide the account from it.
• The invoice it relates to, in the description, if you want it shown.

What happens next

• The preview shows the account, the tax and the total; a confirmer types the 4-digit code.
• The credit note is not knocked off against an invoice; it stays as the customer's credit until someone knocks it off in AutoCount.

Tips

• AcBridge does not submit e-Invoices. If this credit note needs one, handle it in AutoCount as your company normally does.
• Withdrawing a credit note cancels it.

Related topics

• Customer receipt and knock-offAsk for a receipt with the customer, date, amount, where the money went and the invoices it pays; without invoices it stays as the customer's advance.
• Confirming on your phoneOpen the preview link, check the cards, type the 4-digit code shown on the page, tick the large-amount box if it is there, and press Confirm and post.
• Withdrawing a posted batchA confirmer withdraws a posted batch on its page by typing the code; documents changed in AutoCount since then are left as they are.