A credit note can be issued which means a specific invoice can be cancelled.
How do I 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?
- If the invoice has already been paid, the payment will be allocated to pay the oldest outstanding invoice first and the remainder will turn into an overpayment. If there is an overpayment on the account the next invoice generated will have a ‘credit brought forward’
Top tip: You are only able to issue a credit note for a whole invoice. The action cannot be undone & you will need to regenerate an invoice for the period if needs be.