Deposit, refund, debit note, credit note

Purpose

Use these four adjustment documents when a plain invoice, cash sale, or receipt is the wrong tool.
Screen: Sales → Sales Document, then Deposit, Refund, Debit Note, or Credit Note.
Maintain Knock-Off applies credit notes and receipts to invoices.
Credit note in chat: Sales & money in → Credit note, or Issue a credit note. Confirm before posting. You can knock off invoices in the same flow.
Deposit, refund, and debit note have no live wizard. Ask “how to…” and use the screen.
Do not type “how to issue a credit note” if you want the wizard. Use Issue a credit note.

The customer exists.
For refund or deposit: a bank or cash account for Received In on the chart of accounts.
For a credit note or debit note linked to e-Invoice: the original invoice should already be validated if you are adjusting a MyInvois document.
Know whether the customer still owes you or has already paid.

Customer pays before you invoice (advance). Use Deposit. A receipt waits until there are invoices to knock off.
Return or overcharge, and they still owe less. Use Credit Note.
Extra charge after the invoice (they owe more). Use Debit Note.
They already paid, and you return money. Use Refund. A credit note alone is for when they still owe less, unless you first reduce the bill and then refund.
Paid at the counter with the sale. Use Cash Sales.
Collect an existing invoice. Use Receipt.

You cannot edit the invoice on MyInvois. Cancel within 72 hours, or issue a credit note, debit note, or refund note.
You may issue both a credit note and a refund note on one original e-invoice. Credit note first (reduces the amount still payable). After they have paid, refund note for the net amount paid.
If the credit note cancelled the invoice, do not also issue a refund note.

Sales → Sales Document → Deposit → New Deposit.
Customer (required), Received In (required), Paid Amount (required), Date (required).
Optional voucher no., description, project, cheque or reference.
Click Save. Money is in the bank. It is not yet a sales invoice.
Later: on Receipt or Sales Invoice, pick the deposit and Confirm KnockOff to apply it.

Sales → Sales Document → Debit Note → New Customer Debit Note.
Same header and lines idea as a sales invoice: customer, date, lines, account, tax.
Click Save. Customer outstanding increases.
Collect with Receipt. Submit E Invoice if you use MyInvois.

Sales → Sales Document → Credit Note → New (file-plus).
Select Customer. Enter lines (what you credit: return, discount, or overcharge).
Under Knock-Off Invoices/Debit Notes, tick the original bills, or type a partial pay. Same rules as a receipt. UnApplied cannot be below zero.
Click Save. Customer outstanding decreases.
Submit E Invoice when required.
Assistant: Issue a credit note → customer, lines, then knock-off (oldest first, or choose) → confirm.

Sales → Sales Document → Refund → New Refund.
Customer (required), bank or cash (Received In — the account the refund is paid from), amount, Date.
Knock off the invoices, debit notes, or receipts this refund relates to.
Click Save.
Submit as an e-Invoice refund note when the original was a validated e-invoice.

Deposit never reduces the invoice. Apply it on Receipt, or invoice Confirm KnockOff.
Aging still high after a return. You needed a Credit Note and knock-off, not only a remark on the invoice.
Paid customer wants money back. Use Refund. If the invoice is already fully paid, follow the e-Invoice rule above: credit note, then refund note, and skip the refund note if the credit note cancelled the invoice.
Cannot edit a validated e-invoice. Cancel within 72 hours, or issue a credit note, debit note, or refund note.
Unapplied below zero on a credit note. You credited more than the bills you ticked. Reduce the knockout pay, or add bills.