Credits and returns — how to do it right
In Israel it's illegal to delete or void a tax invoice once it's been issued. The only legal way: issue a credit note that reverses it. Tamit does this with one click, including refunding the customer.
🚫 You cannot
Legally — you cannot delete an invoice. Not even one that hasn't been sent to the customer. You can only issue a credit note that reverses it. your ERP/your ERP will refuse too.
How to issue a credit note
- Open the original document: Documents → search invoice number.
- Click Issue credit note.
- Choose full credit (whole amount) or partial (remove specific lines).
- Pick how to refund: credit-card refund / cash refund / store credit.
- Confirm — a new credit note is created, sent to the ERP, and the refund is processed.
Cash refund vs. credit-card refund
- Cash — immediate, comes out of the till. Shows as an outflow on the Z report.
- Credit card — ZCredit automatically reverses to the same card. The customer sees it within 1–3 business days. Must be done same day — after 24h, ZCredit no longer allows a standalone refund.
- Store credit — a coupon worth the refund amount, for future use. No actual cash leaves your books.
💡 Tip
If the customer wants to return today an item they bought a month ago on a card that's already been settled — issue a cash refund or a coupon, not a card refund. The acquirer will reject it.
What to do for a data-entry mistake
Issued an invoice with the wrong amount? Do a full credit note, then immediately issue a new one. By the way — this doesn't mess up the Z report, both will appear (sale + credit = cancel out).