> ## Documentation Index
> Fetch the complete documentation index at: https://q.odontox.io/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Issue Credit Notes and Refunds

> Issue a credit note against an invoice, choose store credit or cash refund, and apply store credit to a future invoice.

A credit note reverses part or all of an invoice. You can use it when a procedure was not performed, a payment was recorded in error, or you need to refund a patient.

**Who can do this:** Admins and Doctors (with finance permission).

## Issue a credit note

1. Open the invoice you want to credit.
2. Click **Issue Credit Note**.
3. Select the invoice lines you want to credit.
4. Adjust the credited amount if you are only partially crediting a line.
5. Choose whether the procedure was performed or not. This affects how revenue is reported.
6. Choose the credit type:
   * **Store credit** — the amount is held on the patient's account and can be applied to a future invoice.
   * **Cash refund** — the patient receives cash back, less any early-exit fee your clinic keeps.
7. Review the live preview and click **Issue**.

The credit note appears in the invoice activity timeline, and you can view it on screen, download a PDF, or share it via a public link.

## Apply store credit to a new invoice

When you create a new invoice for a patient who has store credit:

1. The invoice form shows the available store-credit balance.
2. Click **Apply Credit** to use it.
3. The amount due updates automatically.

Store credit cannot be applied to invoices generated from a quotation or invoices on a payment plan.

## Void a credit note

If you issued a credit note by mistake, open it and click **Void**. Voiding reverses the effect and restores the invoice balance.

## Related articles

* [Invoices](/finance/invoices)
* [Receipts](/finance/receipts)
* [Installment Plans](/finance/installment-plans)