How to credit an invoice / create a credit note

For documentation purposes and legal compliance reasons, you cannot delete an invoice. If you make a mistake creating an invoice, or otherwise come to an agreement with the customer that they don’t have to pay the invoice, you must create what is called a credit note.

Invoices are machine-generated, numbered, unique documents that cannot be altered once they’ve been created. A credit note is a counter-document to a specific invoice, which cancels out the amount originally invoiced. This is the only way to “delete” an invoice.

To create a credit note, simply click on the invoice you wish to credit, and on the info card that appears, click on CREDIT INVOICE.

Now, simply specify the date. If you wish, you can send the credit note to the customer. Naturally if you created the credit note because you made a typo on the invoice and you hadn’t even sent it to your customer yet, there is often no need to send it to the customer.

However, in some cases the customer, especially if it’s a business customer, needs the credit note for their bookkeeping in cases where it’s been agreed that you are crediting the original invoice amount and they don’t have to pay.