Credit and Debit Notes

Non-Draft invoices are immutable. This means that after you issue an invoice, you cannot edit it.

To modify a non-Draft invoice, WHMCS uses credit and debit notes.

Credit and Debit Notes

A credit note or a debit note is a document that lets you make changes to an invoice that you’ve already issued.

WHMCS creates a credit or debit note when you need to reduce the amount your client owes on an invoice. For example, WHMCS creates a credit note when you issue a refund, or when you adjust the price of a service after adding it to a non-Draft invoice.

Credit and debit notes help maintain consistent records for easier auditing.

The system automatically generates credit and debit notes. You cannot create them manually.

View a Credit or Debit Note

To view a credit or debit note as an admin:

  1. Go to the invoice that includes the credit or debit note. You can view a list of invoices at Billing > Invoices.
  2. Select the note in Reference column of the invoice’s Ledger.

To view a credit or debit note as a client:

  1. Go to Billing > My Invoices.
  2. Select the invoice that includes the credit or debit note.
  3. Select the note in Reference column of the invoice.
invoices credit

Last modified: 2026 February 4