Credit notes
Eight reasons natively handled, from damage to cold-chain breaks.
Updated on May 7, 20261 min readavoirnote de crédit
A credit note is a commercial document that reduces the amount due by a customer. It comes into play after a delivery issue, a return, an overpayment or a commercial gesture. OstraOS models eight distinct reasons to match real-world trade.
Eight natively handled reasons
- Damage: goods damaged in transit.
- Loss: goods lost.
- Return: goods returned by the customer.
- Cold-chain break: temperature non-compliance.
- Quality issue: confirmed quality defect.
- Delivery error: error on the delivered order.
- Overpayment: automatically created on excess payment.
- Other: any other reason, with notes.
A credit note can be created right from an invoice (the customer and source invoice are pre-filled) or independently from the Credit notes tab. Either way, you enter the net amount; VAT is computed automatically.
Remember
A credit note has its own cycle: Pending → Approved → Applied (or Rejected). Only Applied credit notes actually reduce an invoice balance.