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Feature Spotlight

Credit Notes. Done Right.

Corrections happen. Handle them professionally. Issue a credit note against any invoice — full or partial — and keep your records clean and HMRC-compliant.

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Correct Invoices Without Creating a Mess

When you need to cancel or adjust an invoice, a credit note is the proper way to do it. Experi lets you create a credit note against any invoice in seconds — it's automatically linked to the original, the amounts balance correctly, and your records stay clean.

Key Benefits

📋

Linked to the Original Invoice

Credit notes are automatically linked to the invoice they're correcting. Your records show the full history — original invoice, credit note, and net balance.

HMRC-Compliant

Credit notes include the required reference to the original invoice, correct VAT treatment, and sequential numbering. No compliance headaches.

Full or Partial Credits

Credit the full amount or just part of it. Adjust individual line items or the overall total. Experi handles the maths automatically.

How It Works

1

Open the Invoice

Go to any invoice and click 'Issue Credit Note'. Experi pulls through the invoice details automatically.

2

Choose What to Credit

Credit the full amount, or edit line items to create a partial credit. Add a reason for your records.

3

Send or Save

Send the credit note to the client as a PDF, or save it internally. The original invoice is automatically updated to reflect the credit.

Perfect For

Correcting an invoice that was sent with the wrong amount
Issuing a partial refund for incomplete work
Cancelling an invoice when a project falls through
Adjusting for returned goods or unused services

Pro

Credit notes are available on the Pro plan. Start your 14-day free trial today.

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Frequently Asked Questions

Does a credit note cancel the original invoice?

If it's a full credit note for the same amount, yes — the invoice is effectively cancelled. A partial credit note just adjusts the balance owed.

Are credit notes VAT-compliant?

Yes. Credit notes include the correct VAT treatment and reference to the original invoice. If you're VAT-registered, the credit note adjusts your VAT position correctly.

Can I send the credit note to my client?

Yes. You can send the credit note as a PDF by email, or download it and send it yourself.

Ready to Try This Feature?

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No credit card required • Start invoicing in under 60 seconds

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