This task is one section of Odoo accounting: nine everyday tasks, step by step, with 8 related tasks on one page.
1. Open the posted invoice
Go to Accounting → Customers → Invoices and open the invoice you need to correct. Click Credit Note.
Odoo documents the credit note as the way to cancel, refund, or modify a validated invoice. Enter a reason the customer and your accountant can both understand.
2. Choose how to reverse it
Reverse opens a draft credit note copied from the invoice. Change the product or quantity when only part of the invoice is wrong, then click Confirm.
Reverse and Create invoice validates the credit note, reconciles it with the invoice, and opens a new draft invoice copied from the original. Use that when the whole invoice should be replaced.
3. Confirm it and record any refund
Confirm the draft if you used Reverse. The credit note number starts with R and the related invoice number, such as RINV/2025/0004 for INV/2025/0004.
Register a payment when you actually return money. If the customer is returning stored goods, validate that return as well. The credit note alone does not move stock or cash.
4. Record a vendor refund
Open Accounting → Vendors → Bills, open the bill, and click Credit Note. To start from a blank document, use Accounting → Vendors → Refunds and click New.
5. Frequently asked questions
Can I delete a posted invoice instead?
Use the credit note. Odoo documents that as the way to cancel or change a validated invoice.
What if only one line is wrong?
Click Reverse, edit the product or quantity on the draft credit note, then confirm it.
Does the credit note send the money back?
No. Confirm the credit note, then register a payment when you refund the customer.
6. Related articles and next steps
Menu labels can vary with your Odoo version, installed apps, and permissions.
Odoo documents customer and vendor credit notes in the Odoo 19 credit notes page.
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