If you need to change the value of an invoice that has already been sent to a client, you must first issue them with what is known as a Credit Note. This is essentially a refund, that let’s your client know the initial invoice you sent them is now void.
You can follow the following steps to issue a credit note for the full invoice amount, or to issue a partial credit note.
💡 To issue a credit note, there must first be an invoice against which a credit can be raised.
First, on the Sales page, find the invoice for which you wish to issue a credit note. Then from the invoice menu select Issue invoice credit note.
A draft credit note is then created, which is, in essence, a recreated invoice except for the following differences:
The credit note date will be today’s date, not the date the invoice was raised
The credit note will have its own number, which is different from the initial invoice number.
By default, the credit note will be created for the full amount of the invoice. As with creating invoices, you can add notes to the credit note.
To send the credit note, you can either:
Preview email and send to first see the email that will be sent with your credit note and then selecting Send credit note.
Select Download and mark as sent from the credit note menu. This will download a PDF of the credit note which you can then send to the customer yourself.
You can also create partial credit notes by adjusting the line items accordingly.
The final step to complete reconciliation of the credit note to the invoice is to get in touch with our CX team via the pink Intercom chat icon in your account, or via email to [email protected], to request a member of accounting team allocates the credit note to the invoice.