Credit Notes Module

Tenant customer-billing module on the frozen platform — the third Phase 3 (Billing) module, shipped alongside Invoices and Payments. Issues credit notes against a tenant's own Invoices and, once applied, credits the invoice's amount_credited / balance_due.

Hard dependency on Invoices. Like Payments, Credit Notes declares a required module_dependencies row on Invoices — a workspace must have Invoices installed before Credit Notes can be enabled from Marketplace.

Naming note: the backend model is CustomerCreditNote (table customer_credit_notes) — distinct from the platform's own Central platform-billing credit_notes ledger table (credits the platform issues to a tenant against its own module-subscription invoices). This module lets a tenant credit its own customers.

Guides

Audience	Document
Operators / workspace users	credit-notes.md
Engineers	credit-notes.md
Production / ops	credit-notes.md
Module Development Standard	module-development.md
Reference blueprint	payments-overview.md
Tenant API	../api/tenant-v1-credit-notes.md

Capabilities

• Credit note fields: title, required invoice link, optional contact/company link (defaults to the invoice's own contact/company; gated New when entitled + create), currency (defaults to the invoice's currency), issue date, notes
• Auto-numbered (CN-00001; prefix backed by the credit_notes_number_prefix tenant setting, default CN- — editable under Settings → General → Document number prefixes)
• Line items (description, quantity, unit price, tax rate) — subtotal / tax total / total computed server-side, same pattern as Invoices
• Status workflow: draft → issued → applied → refunded, with void available from draft or issued only (POST /credit-notes/{id}/issue, .../apply, .../refund, .../void) — applying adds the total to the invoice's amount_credited; refunding reverses that credit
• Assignment with assignee scoping via credit-notes.assign
• Notes + domain activity timeline (mirrors Invoices/Payments)
• Ask EloSync triage (with AI Assistant entitled): fetch credit note, confirmed issue/apply/void/refund / assign / note writes — see AI Assistant
• Download credit note PDF + email customer after Issue (GET /credit-notes/{id}/pdf, POST /credit-notes/{id}/email, credit-notes.send)
• Trash filtering plus Restore and Delete permanently
• Module licensing (module:credit-notes) + Spatie permissions — free Marketplace opt-in (Billing category), requires Invoices
• Audit + activity logging; assignment notification

Permissions

credit-notes.view · create · update · delete · restore · force.delete · assign · issue · apply · void · refund

Enable Credit Notes from Marketplace (free) — Invoices must already be installed; Marketplace blocks the install otherwise. Catalog: slug credit-notes, category billing, is_default_included = false, is_billable = false, sort_order = 30, version 1.3.0.

Related modules

Required: Invoices — Credit Notes cannot be installed or created without it. Optional: Contacts and Companies (customer pickers only appear/validate when entitled), Accounting (soft: Apply posts Dr Revenue / Cr AR; Refund voids that journal). See Module Dependencies.

Explicitly deferred

• Standalone credit notes not tied to an invoice
• Multi-currency conversion