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 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.
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.
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.
