---
title: "Customer Credits | Marlin Orders"
slug: "customer-credit-notes"
description: "Learn about Customer Credit Notes in Marlin Tyre and Mechanical Workshop Software."
updated: 2026-02-10T05:09:15Z
published: 2026-02-10T05:09:15Z
canonical: "help.megabus.com.au/customer-credit-notes"
---
> ## Documentation Index
> Fetch the complete documentation index at: https://help.megabus.com.au/llms.txt
> Use this file to discover all available pages before exploring further.
# Customer Credit Notes
{{variable.Marlin bold}} uses credit notes to credit customers and reverse customer Invoices.
To add and edit credit notes, select **Daily Activity > Customer Orders** from the Menu Bar.
The Customer Orders module will open on the **Search** window, showing a list of existing customer orders.
## Adding Customer Credit Notes
#### Daily Activity > Customer Orders
:::(Warning) (Tip)
To quickly create an equivalent credit for a customer order:
* Go to Daily Activity > Customer Orders
* Change the **filter** to the top-right from Current to **All**
* Find and **select** the order that is to be credited
* Click **Clone** to the top-right
* Select **Credit Note** from the Select Customer Order Type pop-up window.
:::
To the top-right of the Customer Orders Search list, click on the **Add** action button.
The **Select Customer Order Type** pop-up window will open showing a list of customer order types that can be added.
Select **Credit Note** and click on the **Select** button at the bottom right of the pop-up window.
The **Select Customer** tab will open, containing a form for adding customer information to the new credit note.
Use the **Customer** picker in the top-left or the Vehicle picker in the top-right to select an existing customer or vehicle to add to the order.
New customers can be added by clicking on the **Add** button to the right of the Customer picker.
If desired, the rest of the information in the **Select Customer** tab can be filled out using the same process as when adding quotes or confirmed orders.
Once a Customer is selected, click on the **Information** tab at the top of the customer orders window.
At the bottom of the **Order Information** section on the left, use the **Credit Note Reason** picker to select a reason for crediting the customer.
The **Order Details** tab can then be used to add items and other details to the credit note, as usual.
:::(Info) (Note)
There is no option to add [trade-ins](/v1/docs/trade-ins) to credit notes. To reverse a trade-in, simply add the traded-in item to the credit note's Details list as a regular Item.
:::
To save the credit note and return to the Search window, click on the **Save** action button in the top-right of the module window.
### Crediting Customer Credit Notes
#### Daily Activity > Customer Orders > [Credit Note]
Once the details of a credit note are finalised, click on the **Credit** button at the top-right of the Credit Note window.
The **Credit** pop-up window will open.
Use the **Payment Methods** or **Payment Terms** list to process the transaction as usual.
The **Credit Note** textbox in the bottom right can also be used to add any additional notes to the credit note, which are shown in Marlin but will not appear on the generated document.
To confirm the credit note and return to the customer orders Search window, click on the **Credit** button at the bottom right of the Credit window.
Once credited, the Credit Note can then be allocated against the original invoice by putting through a [zero value customer payment](/v1/docs/customer-account-payments#zero-value-customer-payments).
## Reversing Customer Invoices
#### Daily Activity > Customer Orders
Entire customer invoices can be easily reversed by selecting the relevant order from the Customer Orders Search list and clicking the **Clone** action button at the top-right of the Customer Orders window.
:::(Warning) (Tip)
By default the customer order list will display only open customer orders. To view completed orders, change the filter dropdown to the top right from Current to Closed.
:::
The **Select Customer Order Type** pop-up window will open showing a list of customer order types that can be created.
Select **Credit Note** and click on the **Select** button at the bottom right of the pop-up window.
A credit note with the same customer and job information, but reversed detail values of the original customer order will automatically be created.
Click on the **Information** tab at the top of the module window.
At the bottom of the **Order Information** section on the left, use the **Credit Note Reason** picker to select a reason for crediting the customer.
:::(Info) (Note)
Credit Note Reasons can be edited by selecting **System > Text Lists > Lookup Lists** from the menu bar and opening **Credit Note Reason** from the [Lookup List](/v1/docs/lookup-lists) Search list.
:::
The **Order Details** tab can then be used to add items and other details to the credit notes using the same process for customer orders.
Once credited, the credit note can then be allocated against the original invoice by putting through a zero value customer payment.