Types

The credit notes are automatically used by the Pelcro platform in the following scenarios.

1. Post Payment Credit note:

Cancel a subscription immediately with a paid invoice: If you cancel a subscription immediately and there is a paid invoice associated with the current phase of the subscription, a credit note will be issued. The pro-rated amount remaining on the invoice will be calculated and based on your selection to either refund or add it to the customer balance, a Refund will be issued or the amount will be added to the Customer Balance.

1. Pre Payment Credit note:

Cancel a subscription immediately without a paid invoice: If you cancel a subscription immediately and there is an open invoice associated with the current phase of the subscription, a credit note will be used to reduce the amount due on the invoice based on the pro-rated calculation.

Credit Note Actions

Listing Credit Notes

To view your credit notes:

• On your Dashboard, hover over your left navigation menu. Choose "Billing" > "Credit Notes".
• You'll be redirected to the credit notes page, where you can view and manage all your current invoice credit notes.

Viewing Credit Note Details

If you want to view more details of a specific credit note, either click on the credit note amount line item, this will allow you to view the PDF version of the credit note details.