---
title: "Add ad hoc Credit "
url: "https://epona-support.ardex.tech/en/article/add-ad-hoc-credit"
language: "en"
last_updated: "2026-09-18T07:20:51.014Z"
---

# Add ad hoc Credit 

The **Ad Hoc Credit** slide-over lets youcreate **credit transactions.** You can use this when you need to:

-   Issue a **credit** for incorrect or duplicated billing (e.g. you billed a client twice for a procedure)
-   **Sync and create credit notes in Xero** to reverse charges on invoices

###  How Ad Hoc Credits Work

If you need to manually reverse or adjust a charge that does **not** come from those automatic processes, you can create an **Ad Hoc Credit**.

Credits can be added from:

-   **Horses → Bulk Action**
-   **Horse Profile → Transactions tab**
-   **Financials → Transactions**

### Add Credit

When adding a credit, first select whether it applies to a **Horse** or a **Contact**:

**Horse** → the credit will split across all billable contacts.

**Contact** → the credit will apply to that contact directly (you may optionally link it to a horse).

You can select one or multiple horses when creating credits.

![](https://cdn-assets.productfruits.com/299caf77-fa85-4585-8914-2be842e5ea4d)

###  Choose the right **Item Type**

The **Item Type** determines which fields you can edit and how the credit behaves.

#### **1\. Sales Account Code**

Use this when you want full flexibility to create a **custom credit**.

Editable fields:

**Price (excl. tax)** → unit amount to credit

**Quantity** → number of units

**Tax rate** → select the correct tax rate

**Amount and Total** → automatically calculated

**Description** → appears on the credit note line in the invoice

🟡 **Note:** The **Discount** field is not available for credits.  
When saved, this credit will appear as a **Transaction Subtype = Credit** and display a **yellow badge**.  
Amounts will display **in brackets** to indicate a negative value.

#### **2\. Daily Charge**

Select this option to create **daily-based credits** (e.g. refunding daily charges for a date range).

All fields are prefilled from the selected product or service (except for tax, which cannot be edited).  
You’ll need to choose **From** and **To** dates to generate daily credit entries for each day in the range.

#### **3\. Other Fees**

Use this for **credits unrelated to horses** (non-procedure items), such as reversing arena hire, agistment extras, or admin fees.

Depending on the **Unit of Measure (UOM)** configured for the item:

If **Daily** → you’ll see **From** and **To** date fields to calculate the daily credits.

If **Each** → you’ll see the **Quantity** field instead.

All fields will be prepopulated as per configuration, except for the tax (which remains fixed).

### ✅ Review and Save

Once you’ve entered all the credit details:

A **summary of invoice line items** will display at the bottom of the modal, showing the breakdown of credit amounts (in brackets).

Review the details carefully and **Save**.

If you selected multiple horses, the summary will show a table with the **credit created for each horse**, instead of individual line items.

When the invoice is generated, these credit transactions will create **credit note line items** in the invoice and sync to **Xero** accordingly.