---
title: "Credit Notes | GTX Customers"
slug: "customer-credit-notes"
description: "Learn about Customer Credit Notes in Marlin GTX trusted automotive software by Megabus."
updated: 2026-03-25T04:29:03Z
published: 2026-03-25T04:29:03Z
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

**Marlin GTX** enables users to manage customer credits and invoice reversals using credit notes.

Users can [manually create new credit notes](/gtx/docs/customer-credit-notes#adding-credit-notes) to record credits or adjustments, or generate one by [reversing an existing invoice](/gtx/docs/customer-credit-notes#reversing-invoices).

Credit notes can be processed using the Invoices module, accessed by selecting **Main > Data Entry > Invoices** from the menu bar.

**In the Invoice Entry window:**

- Click the **Credit Note** button on the left
- The **Enter Credit Note** screen will open
- The background colour will change to **pink**

## Adding Credit Notes

#### Main > Data Entry > Invoices > Credit Note

**To create new credit note from scratch:**

- Select yourself as the **Salesperson**
- Enter the required products and amounts using the **Line Details** list below
- Click **Finalise**  

**If reversing a transaction:** Make sure to select the payment types and amounts used on the original invoice

## Reversing Invoices

#### Main > Data Entry > Invoices > Credit Notes

The details from **previous transactions** can be automatically added to credit notes when reversals are required.

**To select the original invoice:**

- Select the **Customer**
- Click on the **Invoice Reference** picker

The **Select Invoice** pop-up will open.

**In the pop-up:**

- Select the **original invoice** at the top
- Check the **Transaction Details** below
  - Ensure all **checkboxes** for the required items are ticked
- Click **Select**

The details of the selected invoice will be added to the Credit Note Entry window, which can then be **finalised** as usual.

Tip

To insert the full credit note amount in a payment type field, click the field and press **Enter**.

[Video](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/7.4CreditNote.mp4)

> replace with new video