Credit Notes
A credit note allows you to cancel a specific invoice.
How to issue a Credit Note
Child > Finance > Click specific invoice > Options > Issue credit note > Enter credit note date > Input reason or comment > Select issue credit note.
What happens if the invoice has already been paid?
Any remaining balance will be considered an overpayment.
If an overpayment exists, the next generated invoice will show a credit brought forward.
Top Tip: Credit notes can only be issued for an entire invoice. This action cannot be undone, and you will need to regenerate an invoice for the period if necessary.