How do I manage credit notes?


When a participant cancels the registration, a credit note is automatically generated and sent.

In this help-article

  1. Go to Guests > Invoices
  2. Find the desired credit note(s):
    • Filter based on type of Credit note
    • Filter based on status:
      • All credit notes
      • Paid credit notes
      • Open credit notes
    • Use the search box and search by credit invoice number, company name or guest name
  3. Perform the needed action:
    • Click on the Export button to export the credit notes
    • Click on to open the credit note
    • Click on to go to the registration
    • Click on to process the payment
    • Click on to send the credit note mail

Good to know
A credit note is not automatically refunded to a participant. Depending on the Payment Service Provider you have chosen, the payment can be refunded via that platform. Otherwise you can of course make a bank transfer. It is wise to process the refund via Halito!. In the following help article, Dana explains how to do this:

How do I process payments?

Practical tip
If you use an invoice book across multiple events, it is easier to manage credit notes via the overview of all invoices. In the following help article, Dana explains how to do this:

Where can I find an overview of all invoices?

Do you have any questions?

👋 Hello, Dana here! Did this explanation help you?

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