1. Understand Credit Note Statuses
Credit Notes use statuses to show how much credit has been applied.
Status | Meaning |
Open | The Credit Note has been created, but no credit has been applied. |
Partially Applied | Some of the credit has been applied, and a balance remains. |
Fully Applied | The entire Credit Note amount has been applied. |
The Credit Note list also displays the Applied and Balance amounts so you can track how much credit remains available.
2. Understand an Open Credit Note
An Open Credit Note has not yet been applied to an invoice.
Example:
Description | Amount |
Credit Note Amount | $300.00 |
Applied | $0.00 |
Remaining Credit | $300.00 |
The entire credit amount remains available.
3. Understand a Partially Applied Credit Note
A Credit Note becomes Partially Applied when only some of its value has been used.
Example:
Description | Amount |
Credit Note Amount | $500.00 |
Applied | $200.00 |
Remaining Credit | $300.00 |
The remaining $300 stays available for application to an eligible invoice.
4. Understand a Fully Applied Credit Note
A Credit Note becomes Fully Applied when its entire value has been used.
Example:
Description | Amount |
Credit Note Amount | $500.00 |
Applied | $500.00 |
Remaining Credit | $0.00 |
No credit remains available.
5. Understand How Invoice Balances Are Calculated
Applied Credit Notes reduce the amount a customer owes.
The calculation is:
Outstanding Balance = Invoice Total − Applied Credit Notes − Payments Received
Example:
Description | Amount |
Invoice Total | $1,000.00 |
Applied Credit Notes | -$200.00 |
Payments Received | -$500.00 |
Outstanding Balance | $300.00 |
The customer still owes $300.
6. Understand Credit Notes and Payments
Credit Notes and payments are different financial records.
Credit Note:
Reduces the amount owed without recording money received.
Payment:
Records money received through a payment method, such as cash, card or bank transfer.
For example, if a $200 invoice is fully covered by a $200 Credit Note:
Invoice Total: $200
Applied Credit: $200
Outstanding Balance: $0
Payment Received: $0
The invoice's outstanding balance becomes $0, even though no payment has been received. The displayed invoice status may vary depending on how the system handles fully credited invoices.
7. Understand Partially Credited Invoices
If a Credit Note reduces only part of an invoice, the remaining amount is still outstanding.
For example:
Description | Amount |
Invoice Total | $500.00 |
Applied Credit | -$100.00 |
Payments Received | $0.00 |
Outstanding Balance | $400.00 |
The customer still owes $400.
Applying credit alone should not be treated as a cash payment. If the invoice's due date has passed and an outstanding balance remains, the invoice may still require payment.
8. Review Invoice Balances
Go to Finance → Invoices.
Find the relevant invoice.
Review the Amount, Paid, Balance and Status columns.
Check that the displayed balance reflects applied credit and recorded payments.
If the balance does not appear correct, review the related Credit Notes and payment records before making further changes.
If the amounts still don't match, contact Movermate Support with the Credit Note number and Invoice Number so the team can investigate.
Important Reminders
Open Credit Notes have their full amount available.
Partially Applied Credit Notes have some unused credit.
Fully Applied Credit Notes have no remaining available credit.
Only applied credit reduces an invoice balance.
A Credit Note is not a payment.
The Paid amount and applied credit should be treated separately.
Always verify the outstanding balance after financial adjustments.
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For further questions, contact the Movermate Product Experts at [email protected].