Credit and Debit Notes Tab
The Credit and Debit Notes tab contains a list of all of a client’s credit and debit notes, with tools for sorting and filtering them.
You can access this tab when you view a client’s profile at Clients > View/Search Clients.
The Credit and Debit Notes List
The list displays all of the client’s credit notes and debit notes with their amounts, dates, and statuses.
You can perform the following actions:
- Click a column’s heading to sort by that column.
- Click a credit or debit note ID to view that note.
You must have the List Credit and Debit Notes permission to access this tab.
Search and Filter
You can filter the list by the Note ID, Amount, Date, Status, or Type columns.
To search for a credit or debit note, enter the desired information and click Search in the top-right corner of the tab. The list will only display credit and debit notes that match your criteria.
If your search matches exactly one credit or debit note, WHMCS opens that note directly instead of displaying a filtered list.
For more information, see Credit and Debit Notes.
Last modified: 2026 September 30