> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://invoice-falcon.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
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# How to Create, View, and Manage Credit Notes

You can now create, view, and manage credit notes directly from the new V3 interface — no need to switch back to the legacy editor. A credit note records a refund or adjustment against an order's invoice, and it prints, downloads, and emails exactly like a regular invoice.

A new **Credit notes** tab sits alongside **Orders** and **Drafts** on your main orders page, showing all your credit notes in one place — with search by credit note number or customer email, date filtering, and pagination.

### View Your Credit Notes

1. Open the **Invoice Falcon** app from your Shopify Admin.
2. Go to your dashboard page and select the **Credit notes** tab.
3. Use the search box to find a credit note by **credit note number** or **customer email**, narrow the list with the **date filter**, and page through results.
4. Click any row to open that credit note's detail page.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/f/4/c4f40695834d1000/image_jo50pg.png)
### Create a Credit Note

A credit note is created from an order that already has an invoice.

1. Open any order that already has an invoice generated.
2. Click the **Actions** menu.
3. Select **Create credit note**.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/f/4/c4f40695834d1000/image_16l6mz3.png)
The app clones the order data, assigns the next credit note number using your template's prefix, and opens the new credit note for review.

|| **Note:** **Create credit note** only appears once an invoice exists for the order. If you don't see it, generate the invoice first.

|| **Note:** If a credit note already exists for that invoice, the app opens the existing one instead of creating a duplicate ("Credit note already exists — opening it").

### Print, Download, or Email a Credit Note

Each credit note has its own detail page where you can work with it just like a regular invoice:

1. Open the credit note from the **Credit notes** tab.
2. Use the page's actions to **Print**, **Download**, or **Email** it.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/f/4/c4f40695834d1000/image_d0c495.png)
### Delete a Credit Note

1. Open the credit note's detail page.
2. Click the **Actions** menu and choose **Delete credit note**.
3. Confirm in the dialog.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/f/4/c4f40695834d1000/image_im7j9z.png)

|| **Note:** Deleting a credit note can't be undone. The **Delete credit note** option is only available on the credit note's own page.

### Set the Default Credit Note Template

To control which template is used by default whenever a credit note is created or viewed:

1. Go to **Templates**.
2. Open any template.
3. In the **Default for** section, tick the **Credit notes** checkbox.
4. Click **Save**.

The selected template will automatically apply to new and existing credit notes — including the number prefix you've set on it. Only one template can be the default for credit notes at a time; ticking **Credit notes** on a new template replaces the previous default.

### Known Limitations

* A credit note is created from an order's invoice, so the order must have an invoice first.
* Only **one** credit note can exist per invoice — creating again opens the existing one rather than making a duplicate.
* Deleting a credit note is permanent and can't be undone.
* Only one template can be the default for credit notes at a time.

### Troubleshooting

| Issue | Cause | Solution |
| ---- |
| **Create credit note** isn't in the Actions menu | The order has no invoice yet | Generate the invoice first, then reopen the **Actions** menu |
| Clicking **Create credit note** opened an existing one | A credit note already exists for that invoice | This is expected — there's one credit note per invoice; the app opens it instead of duplicating |
| The credit note used the wrong template or prefix | A different template is set as the credit note default | In **Templates → Default for**, tick **Credit notes** on the template you want |
| I can't find **Delete credit note** | You're not on the credit note's own page | Open the credit note's detail page from the **Credit notes** tab; **Delete credit note** appears in its **Actions** menu |
| A credit note isn't in the list | Search or date filter is excluding it | Clear the search box and widen the date filter, then check again |

### FAQs

**Q:** **Where do credit notes live?**
A: On the **Credit notes** tab next to **Orders** and **Drafts**. Each credit note also has its own detail page.

**Q:** **Can I create more than one credit note for an order?**
A: No. There's one credit note per invoice. If one already exists, the app opens it instead of creating a duplicate.

**Q:** **What number does a credit note get?**
A: The next credit note number, using the prefix set on your default credit note template (for example, `CN-`).

**Q:** **Can I email a credit note to my customer?**
A: Yes. Open the credit note and use the **Email** action, just like a regular invoice.

**Q:** **How do I change the template used for credit notes?**
A: Go to **Templates**, open the template you want, and tick **Credit notes** under **Default for**. It then applies to new and existing credit notes.

**Q:** **Can I undo a deletion?**
A: No. Deleting a credit note is permanent.