Sync Stripe Credit Notes and Voided Invoices into Rillet
Credit notes and voids from Stripe sync into Rillet as Credit Memos (CMs), ensuring proper accounting for adjustments.
Credit notes
Credit Notes in Stripe are created as Credit Memos in Rillet. Depending on how the credit is settled:
Applied to an invoice: The CM is automatically applied to the invoice and its status is Applied.
Refund issued: The CM is created with status Unpaid and automatically matched to the refund in the Bank Feed once paid.
Customer balance: The CM is created with status Unpaid, which can later be matched to a future invoice or refund.
Voided invoices
When an invoice is voided in Stripe, Rillet automatically creates a Credit Memo for the full amount and applies it directly to the invoice.
Void credits are labeled as "VOID" + the invoice number.
Revenue recognition is adjusted only from the Void Date (credit memo date), ensuring no retroactive changes are made to prior periods.
See Also
For more details on managing credits and adjustments in Rillet, review these articles:
