Credit Notes
A credit note allows you to cancel a specific invoice. If you wish to regenerate an invoice for a given timeframe, you need to credit note any invoices during that period.
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.
📌Credit notes cannot be issued in bulk, and can only be issued for individual invoices.
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.