Applying incoming credit notes

Where to find it

Incoming invoices → open the credit note (a document with a negative amount) → credit-note deduction card

✅ Common tasks

Review a suggested deduction

1. Open the incoming credit note with a negative amount

2. Review the open invoice and amount Cashfeed proposes to deduct

3. Confirm the suggestion if the invoice matches the supplier and amount

4. Reject it if the proposed invoice is wrong

A suggestion only shows up when Cashfeed finds a confident match that can absorb the full credit balance.

Apply a credit note manually

1. Open the incoming credit note with a negative amount

2. Choose an eligible open invoice from the same supplier

3. Make sure the invoice uses the same currency as the credit note

4. Confirm the invoice's outstanding balance covers the full credit amount

5. Confirm the deduction

Cashfeed always applies the entire remaining credit-note balance at once — partial deductions aren't possible.

Remove an applied deduction

1. Open the credit note or invoice showing the confirmed deduction

2. Locate the confirmed deduction or its linked allocation

3. Remove (unlink) the deduction

4. Check that the invoice's outstanding amount is restored

Only a confirmed deduction can be removed this way — reject a pending suggestion instead.

🔗 See also

• Incoming invoices

• Editing incoming invoice details and suppliers

• Paying invoices

• Transactions page

• Activity and document history