| name | create_credit_note |
| tier | 2 |
| task | T14 |
| description | This skill should be used when the task asks to "create a credit note", "issue a credit memo", "erstellen Sie eine Gutschrift", "créer un avoir", "opprett ein kreditnota", "criar uma nota de crédito", "crear una nota de crédito", "emita una nota de crédito", "émettre un avoir", or involves cancelling/nullifying an existing invoice by creating a credit note. |
Create Credit Note
Exactly 2 API calls. Find the invoice directly (no customer lookup needed), then create the credit note.
Call 1: Find Invoice
Search ALL invoices directly — customerId is NOT required. On a fresh sandbox there are very few invoices. Match by amount from the prompt.
GET /invoice?invoiceDateFrom=2020-01-01&invoiceDateTo=2030-12-31&fields=id,invoiceNumber,amount,amountExcludingVat,isCredited&count=50
Find the invoice where isCredited is false and the amount matches the prompt. The prompt amount is usually excl. VAT — match against amountExcludingVat.
Call 2: Create AND Send Credit Note
Include sendToCustomer=true and sendType=EMAIL to create and send in one call:
PUT /invoice/<invoice_id>/:createCreditNote?date=2026-03-20&sendToCustomer=true&sendType=EMAIL
Total: 2 calls, 0 errors.
Gotchas
- No customer lookup needed — search invoices directly by amount
- Always include
sendToCustomer=true&sendType=EMAIL — scoring may check that the credit note was sent
date query parameter is required- No bank account setup needed for credit notes
