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Question

Automatic matching of customer credit notes with invoices

  • Sep 10, 2025 7:38 AM UTC
  • 4 replies
  • 125 views
Do Gooder (Partner)
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Hello everyone,

I have a quick question regarding the matching of customer credit notes.
When I issue a credit note from an invoice, it is not automatically matched with the related invoice.

- Creation of a credit note : 

 

The credit note appears as unmatched in the customer analysis screen : 
 


I have to perform the matching manually in the customer offset :


Is this the normal/standard behavior, or is there a setting that allows the credit note to be automatically matched with the invoice?
Since I created the credit note directly from an invoice, it would be logical for it to be automatically matched with that invoice.

Thank you for your help

Regards

    4 replies

    Superhero (Employee)
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    Hi, 

    No such setting, the offset would be manual or used with the automatic offset proposal process.   

    Regards, 

    Thomas

      Do Gooder (Partner)
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      • nbanit
      • Author
      • Do Gooder (Partner)
      • Sep 12, 2025 4:00 PM UTC

      Hi ​@Thomas Peterson,

      Thanks for your reply, it’s clear to me now.

      Regards

      Do Gooder (Customer)
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      • vineethifs
      • Do Gooder (Customer)
      • Oct 21, 2026 10:01 AM UTC

      Hello everyone,

      I have a quick question regarding the matching of customer credit notes.
      When I issue a credit note from an invoice, it is not automatically matched with the related invoice.

      - Creation of a credit note : 

       

      The credit note appears as unmatched in the customer analysis screen : 
       


      I have to perform the matching manually in the customer offset :


      Is this the normal/standard behavior, or is there a setting that allows the credit note to be automatically matched with the invoice?
      Since I created the credit note directly from an invoice, it would be logical for it to be automatically matched with that invoice.

      Thank you for your help

      Regards

      this is a good feature to have

      Superhero (Employee)
      Forum|alt.badge.img+20

      Hi, 

      As noted previously, we have no such option where when the credit invoice is created it automatically offsets the original invoice.   You would do that manually. 

       

      The other option is to run a process that can automate offsets - look for offset proposal. It’s not automatic you still need to follow a few steps.  

      The community process for a new idea / review other ideas and vote, is the best way to suggest new functionality. 

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