create-credit-note

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