Credit & Debit Notes
Learn how to create credit and debit notes for post-sale adjustments.
Understanding Credit & Debit Notes
When and why to use adjustment notes.
Credit and debit notes are fiscal documents used to adjust a previously fiscalized receipt. They must reference the original receipt and are submitted to ZIMRA just like regular receipts.
Reduces the amount owed. Used for refunds, returns, and price reductions.
Increases the amount owed. Used for additional charges and price corrections.
ZIMRA Requirement
Credit Notes
When to issue a credit note.
Issue a credit note when you need to reduce the amount a customer owes or has paid:
Customer Returns
When a customer returns goods after purchase, issue a credit note for the returned items.
Price Corrections
When you charged more than the correct price, issue a credit note for the difference.
Partial Refunds
When providing a partial refund for service issues or damaged goods.
Discounts Applied Late
When a discount should have been applied but was missed at the time of sale.
Debit Notes
When to issue a debit note.
Issue a debit note when you need to increase the amount a customer owes:
Undercharging Corrections
When you charged less than the correct price, issue a debit note for the difference.
Additional Services
When additional services were provided after the original receipt was issued.
Less Common
Creating a Credit or Debit Note
Step-by-step guide to create adjustment notes.
Navigate to Credit/Debit Notes
From your dashboard, go to Fiscalization → Credit/Debit Notes and click Create Note.
Select Original Receipt
Search for and select the fiscalized receipt you want to adjust. You can search by receipt number, date, or customer.
Choose Note Type
Select whether you're creating a Credit Note or Debit Note. This cannot be changed after creation.
Reduces amount owed
Increases amount owed
Enter Reason
Provide a clear reason for the adjustment. This is required for ZIMRA compliance and audit purposes.
- • Customer returned 2 items (Widget Pro)
- • Price correction - overcharged by $15.00
- • Partial refund for damaged goods
- • Promotional discount applied late
Add Adjustment Items
Add the products or amounts being adjusted. For returns, add the specific items being returned with their quantities.
| Product | Qty | Amount |
|---|---|---|
| Widget Pro | 1 | -$113.85 |
| Credit Total: | -$113.85 | |
Review and Create
Review all details carefully, then click Create Note. The note is created with a Pending status ready for fiscalization.
Fiscalize the Note
Fiscalize the note just like a regular receipt. Click Fiscalize to submit to ZIMRA and receive confirmation.
The credit note has been submitted to ZIMRA and linked to the original receipt.
Viewing Note History
Track all credit and debit notes.
View all credit and debit notes from the Credit/Debit Notes list. Filter by type, date range, or status.
Audit Trail
Each note maintains a complete audit trail including who created it, when, and the reason.
Original Receipt Link
Click on any note to view details and navigate to the original receipt it references.