What to do
Capture a credit note as its own document, keeping its number, the invoice reference it adjusts, and the printed amount. Preserve the document type and raw sign convention. Do not turn a positive-looking credit amount into a new payable invoice.
A credit note can show a reduction using its title rather than minus signs on every amount.
Two worked review cases
These cases are fictional teaching data, not measured extraction results. Use the source excerpts to practise deciding what belongs in the reviewed output.
| Case | Fictional source excerpt | Review decision |
|---|---|---|
| Positive display | Credit note CN-12 against INV-40; credit 25.00 | Retain type Credit note; a displayed positive number does not establish a new charge. |
| Missing link | Credit CN-13; no original invoice number printed | Capture CN-13 and flag the missing link rather than guessing a prior invoice. |
Suggested review columns
| Column | Definition or instruction |
|---|---|
| Credit note number | Identifier labelled for this credit document. |
| Original invoice reference | Printed reference to the invoice being adjusted. |
| Credit amount and notation | Amount exactly as printed, with currency and any sign. |
These are suggested staging-sheet columns. Printed facts can inform field descriptions in Parzable’s Schemas view; source references, review statuses, and decisions must be supplied by your own review process.
A practical review sequence
- Read the document title before applying an invoice schema.
- Store the adjustment reference separately from the credit-note identifier.
- Confirm the destination’s sign and adjustment rules before importing.
Errors to avoid
- Do not negate an amount twice when the source already uses a minus sign.
- A credit note is not evidence that a refund has already been paid.
Use the case worksheet with a small sample
Download this page’s worked-case worksheet. It contains the two fictional cases above and a blank row for your own review exercise. Keep any real source documents in your agreed storage process.
For the broader product workflow, see the related guide. Parzable accepts PDF/image inputs and downloads CSV. Suggested structures here are review targets; nested item rows, automatic approvals, and destination integrations are not guaranteed.
Reference and scope
Further reading: Invoice and receipt field roles: Amazon documentation. External documentation provides background for the topic; it does not establish Parzable’s implementation or performance. References checked 18 October 2026.
Examples and review decisions on this page are authored illustrations. Confirm unresolved business, payment, or accounting decisions through the responsible reviewer.
Put the workflow to work
Try your own invoice in Parzable
Create an account, define a schema, and test a small sample. Review extracted values before using them. See current plans and page allowances.
Try Parzable