Credit notes & Refunds

Upodi provides support for handling negative invoices. A negative total on the invoice results in a credit note.

If a credit note is created directly from an invoice, that credit note balances out the originating invoice by reducing the due amount. This means the original invoice can keep collecting any due amount even after a partial credit. It also enables customers to handle adjustments over time and provide corrections.

Create a credit note

Locate the invoice in the web application and click actions into Duplicate and reverse. This creates a draft credit note, which can be edited and finally booked.

Do it via the API or the SDK like this:

curl --location --request POST '{invoiceId}/duplicate' \
--header 'X-version: {version}' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {ApiKey}' \
--data-raw '{
    "reverse": true,
    "creditnotereason": "cancellation of purchase"
var duplicateRequest = new DuplicateInvoiceRequest()
    Reverse = true,
    creditnotereason = "cancellation of purchase"
var creditNote = await upodi.Invoices.DuplicateAsync(invoiceId, duplicateRequest);


A credit note can also be refunded, which directly refunds the previous successful transaction on the Credit Card. It is therefore a requirement that the Credit Note is created correctly as a credit note of the original invoice and not as a custom credit note. It is also a requirement that the originating invoice was successfully paid with that same Payment Provider. The refund can only be carried out once the credit note has been booked in Upodi.



Please be aware that refunds are only available for some of our credit card providers. See which ones in our payment provider section Credit Cards

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