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Issue a credit note to reduce what an invoice charges — for example because of a billing error, as a goodwill reduction, or to reverse an overpayment. Unlike voiding, it doesn’t cancel the whole invoice — only the amount you choose. By default, owners and admins can issue a credit note.
Don’t see this page or button? Your role doesn’t include it. Ask your center’s owner or an admin to give you the role you need.

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Before you start

  • The invoice must not be Draft or Void.

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Steps

1

Open the invoice

In the sidebar, select Invoices, then select the invoice.
2

Start the credit note

In Credit notes, select Issue credit note.
3

Enter the amount

Enter the Amount. Cohort won’t let you credit more than the invoice’s charges, minus any credit notes already issued on it.
4

Give a reason

Enter the Reason — for example Service not delivered or invoicing error.
5

Confirm

Select Issue credit note.
A credit note can’t be undone. If the invoice was already paid more than its new, lower total, Cohort moves the extra amount to the student’s wallet automatically.

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What’s next

Last modified on October 1, 2026