Credit Notes & Refunds — adjustments in TMSDASH

Overview

Issue credit notes and refunds against invoices. A credit reduces an outstanding balance; a refund returns money on a paid invoice. TMSDASH recomputes the invoice's paid amount, balance due, and status automatically, and every adjustment is recorded in a Credit Notes tab for audit.

How to get there

Key features

• Two adjustment types: credit (reduces balance) and refund (returns money on a paid invoice)
• Automatic invoice recomputation — paid amount, balance due, and status update on issue
• Reason and amount captured per adjustment, with balance-limit validation
• Credit Notes tab lists every adjustment with type, invoice, customer, amount, reason, and status
• Adjustments can be voided, restoring the original invoice state

Step-by-step

1. 1Open the sidebar → Finance → Invoices, then open the Credit Notes tab.
2. 2Click New Credit Note and pick the target invoice.
3. 3Choose Credit (reduce an outstanding balance) or Refund (return money on a paid invoice).
4. 4Enter the amount and a reason — the form validates against the invoice balance.
5. 5Issue the adjustment; the invoice's paid amount, balance due, and status recompute automatically.
6. 6Review the Credit Notes tab for the full adjustment history; void an adjustment if needed.