Viewing Credit Notes
When you cancel a lease early, prorate an invoice, or otherwise owe a customer money back, Rentablez records it as a credit note — a formal document that says “we owe this customer this amount, for this reason.” The Credit Notes page is your running list of every one of them, so nothing you owe slips through the cracks.
Where Credit Notes Come From
You don’t create credit notes by hand on this page. They’re generated automatically by other parts of Rentablez — for example when an invoice is cancelled or adjusted, or when a lease is cancelled and part of a billed period is refunded. Each one is tied back to the original invoice that produced it, so you always have a paper trail.
The Credit Notes page is where you view, track, and resolve credits. To actually settle one — refund it, adjust it against a future invoice, or push it to the customer’s wallet — see Resolving a Credit Note.
Opening the Credit Notes List
Go to Credit Notes in the main menu. You’ll see a table of every credit note in your organization, newest first.
Each row shows:
| Column | What it means |
|---|---|
| Credit Note No. | The unique reference number for this credit. |
| Original Invoice No. | The invoice this credit came from — click it to open that invoice. |
| Customer | Who the credit is owed to. |
| Amount | The credit amount. |
| Reason | Why the credit was issued (e.g. early cancellation, proration). |
| Status | Where the credit stands — see below. |
| Date Issued | When the credit note was created. |
Click any row (or the View button on the right) to open the full detail.
Credit Note Statuses
The Status badge tells you at a glance whether a credit still needs your attention:
| Status | Meaning |
|---|---|
| Issued | The credit is open and unsettled — the customer is owed this amount. This is the one to act on. |
| Resolved | The credit has been settled (refunded, adjusted against an invoice, or credited to the wallet). |
| Cancelled | The credit note was voided and no longer applies. |
Finding a Specific Credit Note
Two tools sit above the list:
- Search — type a credit note number or a word from the reason to filter the list as you type.
- Status filter — pick All, Issued, Resolved, or Cancelled to narrow the list. Filtering to Issued is the quickest way to see everything still owed.
Reading a Credit Note
Open a credit note to see its full detail. The header shows the credit note number, its status badge, and — for credits still marked Issued — a Resolve button.
Below the header you’ll find:
- Customer — who the credit belongs to.
- Original Invoice — the source invoice, clickable to open it.
- Date Issued — when the credit was created.
- Credit Amount — the total amount owed.
- Rental Period — the rental start and end dates from the original invoice, when available.
- Subtotal and Tax — the breakdown behind the total, shown when the credit includes tax.
- Reason — the explanation for why the credit was issued.
After a Credit Is Settled
Once a credit note is no longer open, its detail gains an extra section:
- Resolved credits show a Resolution section — the resolution type (refund or adjustment), a reference number, the resolved-on date, and any notes.
- Cancelled credits show a Cancellation section — the date it was cancelled and the reason.
This gives you a complete record of not just what was owed, but how and when it was made good.
Viewing credit notes requires the Invoices — Read permission. Only credit notes in the Issued status show the Resolve button, and resolving is also subject to your branch access — if you can’t act on a credit note, check with an administrator about your permissions.