# Open Credit Notes
Lists all open (unapplied) credit notes for a selected customer. Use it to track unused credit balances and apply them against outstanding invoices.
Overview
Go to Sales → Customer Reports → Open Credit Notes.
What it shows. All credit notes for the selected customer that still have an unapplied balance—credit created from returns or adjustments not yet offset against invoices.
When to use it. Identify unused customer credit, apply credit notes to open invoices, and reconcile return-related credits before closing accounts.
Customer Open Credit Notes Report
Filtration — Customer
Use Cases
- Apply credit to invoices — List open credit notes, then open each note and use Adjust Invoices to set off the same customer's pending sale invoices.
- Return reconciliation — Verify that sale returns generated credit notes with remaining unapplied balance.
- Customer account review — Confirm total unused credit before issuing refunds or new invoices.
- Period-end cleanup — Export open credits to ensure all return credits are properly applied or refunded.
Filters
- Customer — Select the customer whose open credit notes to view.
Columns
| **Column** | **Description** |
|------------|-----------------|
| **Customer** | Name of the customer. |
| **Credit Note Date** | Date the credit note was issued. |
| **Credit Note No** | Unique credit note reference. |
| **Credit Amount** | Original total amount of the credit note. |
| **Open Balance** | Unapplied credit remaining on the note. |
Actions
- View Details — Open the full credit note and linked return or adjustment.
- Apply Credit — Open the credit note and use Adjust Invoices to allocate open credit against outstanding invoices.
- Export — Download to Excel or PDF for reconciliation or audits.
- Print — Print the open credit notes list.
FAQ
Why does a credit note still show as open?
The credit note has not been fully applied to invoices or refunded. Partial application leaves a remaining open balance.
Can I apply multiple credit notes to one invoice?
Yes, where your workflow supports it—apply each open credit note against the customer's outstanding invoices.
Will applied credit notes disappear from this report?
Yes. Once fully applied or refunded, the credit note no longer appears as open.
How is this different from Customer Outstanding?
Open Credit Notes lists only unapplied credit notes. Customer Outstanding includes all unpaid receivables and other open items.
What is an open credit note?
Approved credit note with unapplied balance not yet offset against invoices or refunded.
How do I clear open credits?
Use Adjust Invoices on the credit note to set off the same customer's open invoices, or use Payment Out for a customer refund.