Import credit notes

Bulk-create credit notes for Northwind Studio (demo) from a CSV file.

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1 · Download the template

Use one row per line item. Group multiple line items under the same number and the importer will treat them as one document. The header fields (issue date, client, currency, tax rate, status) only need to appear on the first row of each group; subsequent rows can leave them blank.

Download creditnotes.csv

Columns

number (required, groups line items), issue_date (YYYY-MM-DD),
reference, related_invoice_number (matched against existing invoices),
currency (ISO 3-letter, default ZAR), tax_rate (% — default 0),
client_name (required on group's first row), client_email,
client_address_line1, client_city, client_region, client_postcode,
client_country, client_tax_id,
description, quantity, unit_price,
notes

2 · Upload your CSV