Billing corrections and fulfilment

Choose a credit note, refund, subscription change, or order action deliberately.

Credit notes are not refunds

A credit note changes the customer's receivable/accounting balance. A refund returns money through a supported payment or wallet path. Cancelling a subscription changes future billing; cancelling a Direct Debit mandate ends collection authority. Select the action that matches the customer outcome.

StagePublic requestVerify
PreviewPOST /v2/credit_notes/previewInvoice/line eligibility, currency, amount and selected credit method.
IssuePOST /v2/credit_notesUse the reviewed request and a stable idempotency key.
InspectGET /v2/credit_notes/{id} and /linesRecorded state and line allocation.
VoidPOST /v2/credit_notes/{id}/voidCurrent state allows voiding; reconcile the resulting balance.

Use the exact schemas in the API reference; do not treat internal eligibility endpoints as public API. A preview does not reserve a financial state forever. Reconcile after a timeout before retrying an issue/refund action.

Amounts and examples

For an eligible GBP 100.00 invoice with no prior credits, a GBP 20.00 credit is 2000 minor units. The resulting balance depends on payments and previous credits; retrieve it instead of calculating from a stale page. A matching GBP 20.00 refund is a separate money movement and must not be issued twice because the credit note already exists.

Subscription changes

Before changing a subscription, inspect its current period, items, usage prices, included allowance, and any schedule. Decide when the change takes effect and review the supported proration/renewal behavior. Do not silently rewrite the price used for already-billed usage. See usage pricing and subscriptions.

Order fulfilment

Use confirmed payment/collection state and the current order record. Verify webhook signatures, deduplicate events, and make fulfilment idempotent using your order identity. A Cart conversion creates a Checkout Session; it is not payment completion. A pending Direct Debit collection is not a settled payment.

Keep invoice, payment, credit-note, refund, order, and event references together for support. Never infer success solely from a redirect, an event's arrival order, or an HTTP timeout.

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