# Cancelled Credit Notes
Audit list of credit notes cancelled in a period. Shows original note date, cancellation date, customer, amounts, and cancel notes for return and adjustment control.
Overview
Go to Sales → Reports → Cancelled Credit Notes.
Report title in ERP: Cancelled Credit Notes
What it shows. Each cancelled credit note with note and cancellation dates, customer, employee, center, tax and total amounts, and the Cancel Notes entered at cancellation.
When to use it. Use for internal control, audit trails, and reviewing why credit notes were voided.
Report view
Filtration — Form Type
Filtration — Center
Filtration — Employee
Filtration — Date range
Use Cases
- Internal audit — Which credit notes were cancelled this quarter and why? Run monthly or quarterly for control reviews.
- Accounts manager — What was the financial impact of cancelled credit notes on returns and receivables? Run before month-end closing.
- Warehouse supervisor — Were cancelled credit notes linked to returns that should be reversed in stock? Run after return process reviews.
- Compliance — Is there a documented reason for every cancelled credit note? Run during statutory or ISO audits.
Filters
Date, Employee, Form Type, Center. Advanced Filter: Customer, Branch.
Columns
| **Column** | **Description** |
|------------|-----------------|
| Note Date | Original credit note date. |
| Cancelled On | Date the credit note was cancelled. |
| Inv No. | Cancelled credit note number. |
| Customer | Customer on the cancelled note. |
| Employee | Employee who created or managed the note. |
| Center | Shipping or billing center. |
| Total | Pre-tax total before cancellation. |
| Tax Amount | Tax amount on the note before cancellation. |
| Bill Total | Full credit note total including tax. |
| Cancel Notes | Reason or remarks recorded at cancellation. |
Actions
- Generate — run the report for the selected filters
- Export — export to Excel
- Print — print the report
- Advanced Filter — open additional filter fields
- clear — reset active advanced filters
FAQ
Can I reopen a cancelled credit note?
No. Cancelled credit notes remain in the system for audit only. Create a new credit note if the return is still valid.
Does cancellation reverse inventory and receivables?
Yes, when a posted credit note is cancelled, linked stock and customer balance effects are reversed per system rules.
Why is Cancel Notes empty on some rows?
The user may not have entered notes at cancellation. Encourage mandatory notes in your returns workflow.
How is this different from Cancelled Sale Invoices?
This report covers credit notes only. Cancelled Sale Invoices covers cancelled sale invoices.
Who can see cancelled credit notes?
Users with credit note view access and this report permission. Use for audit trails only.
Does a cancelled credit note reverse stock?
Stock and journals reverse per cancel workflow. This report lists voided documents — not open balances.