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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 Credit Notes and start a new one.
  2. Choose the original invoice it corrects.
  3. Choose the adjustment reason — ZATCA requires one.
  4. Enter the lines or the amount being credited. A full credit cancels the invoice in effect; a partial credit reduces it.
  5. Submit.

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

Issue a debit note

Why. The buyer owes more than the invoice says.

Who. Admin, Accountant, Create invoice.

The steps are the credit note's, in the other direction: pick the original, give the reason, enter the additional amount, submit.

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; you configure the available reasons under Setup → Reasons.

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.