Credit note

The credit note functionality is part of Buckaroo’s Credit Management service. Credit notes can lower the open amount on an invoice and can be created from invoice details in the Plaza, via a batch file, or through the API.

Decision tree for credit notes

Credit notes are used in combination with a Credit Management invoice to control outstanding amounts.

• If Credit Management is not used for an invoice:
  • The credit note function will not be available.
  • For a lesser amount to be paid, create a new PayLink or Payment Request.
• If Credit Management is used for an invoice:
  • A credit note can be sent to lower the outstanding amount.
• When an invoice has not been paid yet:
  • The outstanding amount presented by the pay link in the payment invitation or reminders will be deducted automatically.
• If the invoice has already been paid:
  • A refund of the payment is necessary in addition to the credit note.
• When a payment is pending (e.g., with SEPA Direct Debit) and the credit note is sent:
  • The refund can be processed once the payment receives a success status.