RETURNS & ADJUSTMENTS
Credit Note
Generate and manage credit notes with automated calculations, approval workflows, and credit note tracking.
LegAn helps finance and commercial teams issue accurate credits fast—with approvals, traceability, and linkage to invoices or returns.
Trusted by 50,000+ companies
Why disciplined credit notes matter
Manual spreadsheets and disconnected emails create billing errors. Structured credit notes protect revenue and relationships.
Automated calculations
Apply tax, discount, and line-level rules so amounts match policy every time.
Approval workflows
Route credit requests by threshold, account, or product with clear ownership.
End-to-end tracking
See draft, pending, issued, and settled states with full history for audit.
How it works
From adjustment request to issued credit
Tie credits to the commercial reason and the underlying documents so AR stays reconciled.
Create and calculate
Start from context, calculate with guardrails
Start from invoices, returns, or service issues with references carried forward.
Create from context
Start from invoices, returns, or service issues with references carried forward.
Calculate with guardrails
Enforce caps, tax codes, and rounding so outputs match statutory and contract rules.
Approve with evidence
Attach supporting files and comments before release to billing or ERP handoff.
Get Started
Track and control
Portfolio visibility and controlled issuance
Monitor open credits, utilization by customer, and trends for finance review.
Portfolio visibility
Monitor open credits, utilization by customer, and trends for finance review.
Status notifications
Alert stakeholders when approvals stall or credits cross policy limits.
Controlled issuance
Prevent duplicate or backdated credits without the right approvals and roles.
Explore Trade ManagementPlatform capabilities
Credit note tools for teams that need accuracy and governance together.
Invoice-linked credits
Create credits directly from source invoices with references preserved.
Tax and discount rules
Apply correct tax codes and discount logic automatically.
Threshold-based approvals
Route by amount, customer tier, or product category.
Credit portfolio view
See open, issued, and settled credits across all accounts.
Approval alerts
Notify owners when credits are pending or stalled.
Duplicate prevention
Block re-issuance without explicit override and audit trail.
Typical use cases
• Pricing and trade discount adjustments
• Short-shipment and quality claims
• Return-linked settlements
• Service level rebates
• Tax correction memos
• Customer goodwill credits
Issue credits with confidence and control
Calculations, workflows, and tracking on LegAn.
