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Credit and debit notes

A cleared invoice cannot be edited or deleted. That is ZATCA's rule, not a limitation of Clix — the invoice is a tax record the moment it clears. You correct it by issuing a note against it.

Who. Admin, Accountant and Create invoice.

Note Use it to Effect
Credit note Reduce what the buyer owes — a return, a discount granted late, an overcharge, a cancellation Decreases the original
Debit note Increase what the buyer owes — an undercharge, extra goods, a missed fee Increases the original 
flowchart LR
    A[Cleared invoice<br/>cannot be edited or deleted] -->|buyer owes less| B[Credit note]
    A -->|buyer owes more| C[Debit note]
    B --> D{ZATCA}
    C --> D
    D -->|standard| E[Cleared]
    D -->|simplified| F[Reported]
    B -->|full amount| G["Invoice cancelled in effect,<br/>both documents stay"]

What you see

the Credit Notes list

Credit and debit notes live under Invoices in the sidebar and each has its own list, with the same statuses and ZATCA flow as invoices.

Tasks

Issue a credit note

Why. The buyer owes less than the invoice says.

Who. Admin, Accountant, Create invoice.

  1. Open Invoices → Issued and find the invoice. Its status must be Cleared or Reported.
  2. Open its ⋮ menu and click Issue credit or debit note. The Adjust This Invoice dialog opens.

  3. Choose Credit Note — "Reduce invoice amount".

    The Adjust This Invoice dialog: Credit Note or Debit Note

  4. Under Select Reason, pick why. ZATCA requires a reason. If the one you need is missing, click Add new reason.

  5. Enter the lines or quantities being credited. A full credit cancels the invoice in effect; a partial credit reduces it.
  6. Click Preview and Issue Note, check it, and issue.

You can also start from Invoices → Credit Notes → Reduce Invoice Amount and then pick the invoice.

Result. The note goes through the same ZATCA flow as the invoice — cleared for standard, reported for simplified — and references the original.

Clix refuses a credit note that:

  • corrects anything but a tax invoice — a note cannot correct another note;
  • takes a quantity larger than what is left on the original line;
  • takes more than what is left of the original after earlier credit notes;
  • uses a different currency, buyer or ZATCA connection from the original.

One credit note may cover several invoices, as long as they share the buyer and the ZATCA connection.

Issue a debit note

Why. The buyer owes more than the invoice says.

Who. Admin, Accountant, Create invoice.

  1. Open Invoices → Issued and find the invoice. Its status must be Cleared or Reported.
  2. Open its ⋮ menu, click Issue credit or debit note and choose Debit Note — "Increase invoice amount".
  3. Under Select Reason, pick why.
  4. Add the lines for the extra amount.
  5. Click Preview and Issue Note, check it, and issue.

Or start from Invoices → Debit Notes → Increase Invoice Amount. A debit note corrects one invoice and has no upper limit.

Cancel an invoice entirely

There is no delete. Issue a credit note for the full amount, with the reason for cancellation. The original stays in the record — that is the point of the rule — and the pair nets to nothing.

Adjustment reasons

The reason is a ZATCA field, not a comment for your files. Pick the one that genuinely describes what happened.

Manage the list of reasons

Why. The reason list starts empty. Clix ships no reasons; each organisation writes its own. The reason's English and Arabic descriptions go to ZATCA on the note.

Who. Admin.

  1. Open Invoices → Adjust Reasons.
  2. Click Add reason.
  3. Fill in the fields below and click Add reason.

The Add reason form

Field Notes
Reason Type Credit note, Debit note or Invoice. A credit-note reason does not appear on a debit note
Reason Name and Reason Name (Arabic) Both required
Reason description and Reason Description (Arabic) Both required. Both go to ZATCA as the note's reason
Active Deactivate instead of deleting, so notes already issued keep their reason

Result. The reason appears under Select Reason for that document type. You can also add one mid-note with Add new reason.

Set these up before your first correction, not during one

You will reach for a credit note when a customer is waiting. Add the handful you expect — wrong amount, returned goods, cancelled order, price correction — while nothing is urgent.

What this means for your VAT

Notes change the period they are issued in, not the period of the original. A credit note in October against a September invoice reduces October's output VAT. See VAT reports.