PerfexCRMInstall

Summary

Create a new credit note in PerfexCRM for a specified client with a given date and optional additional details.

Inputs

• Client ID (required) — The ID of the client for whom the credit note is created.
• Date (required) — The date of the credit note in YYYY-MM-DD format.
• Additional Fields — Optional fields to set additional credit note properties such as admin and client notes, currency code, discount details, reference number, status (Open, Closed, Void), tags, and custom fields identified by numeric ID or slug.

Output shape

a single object representing the created credit note as returned by the PerfexCRM API

The operation sends a POST request with the specified data to the /credit-notes endpoint and returns the created credit note data in JSON format. Validation is applied to the date and discount fields to ensure correct formatting and non-negative values. Errors from the API will be reported unless 'Continue On Fail' is enabled.

Examples

Example 1: Create a credit note with required fields only

Set 'Client ID' and 'Date' parameters.

Example 2: Create a credit note with additional discount and notes

Set 'Client ID', 'Date', and use 'Additional Fields' to provide discount_percent, clientnote, and tags.