You can create a credit note in Tandem - this creates a credit ready to apply to a customer's invoice or expense. Credit notes can be emailed directly to the customer, they can be edited, and when you are ready they can be applied to the invoice or expense.

Users with admin access are able to create, edit and cancel credit notes.
All users are able to apply a credit note to an invoice or expense.

Open the client’s file onto the Account tab

Using the cog, select Add Credit Note

Complete the Add Credit Note screen

After creating a credit note, you can use the buttons on the top right to email to the customer or to print a hard copy.

If you need to find a credit note, go to the account tab for the client to see a summary of account items. Click on the credit note date to bring up the view below:

Select the credit note from your client's account tab (click on the date)
The cog allows you to select to edit or delete the credit note

If you select to edit the credit note, this brings up the credit note entry screen for you to overwrite and save.
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If you select to cancel the credit note, this brings up a confirmation pop up to confirm deletion. Select yes to confirm or no to cancel.

Once a credit note is cancelled, a green bar appears at the top of the screen confirming this has been completed.
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Credit notes provide a record of an amount owed to your client, to be used to offset an invoice or an expense.

Go to your client's account tab, and select the invoice or expense you wish to work in. A blue box appears at the top reminding you that there is a credit note available to apply.

If you wish to apply the credit to this invoice or expense, select the blue Apply Credit button.

A pop up window will appear for you to enter the amount from the credit you wish to apply, and select Apply.

The expense or invoice is now ready for payment, with the credit applied against it. ​
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Credit notes need to be applied against an invoice or an expense.
On your client's account tab, you can see all account activity for the client including invoices, expenses and credit notes.

If you select the orange Pay now button, the receive payment screen will display with a reminder that there is a credit available to be applied. Use the back button to go to the account screen, and click on the invoice or expense you wish to apply the credit note to.

If a client in your invoice run has a credit note loaded, this will be automatically applied to their invoice. If there are multiple credit notes, these will be applied oldest to newest, up to the total of the credit notes or the total invoice (whichever is lower).