Credit Notes reduce the amount owed on an invoice. This article explains how to manage Credit Notes.
Before you start
Edit an existing Credit Note
If you must make adjustments to the credited amount:
Open the original Credit Note and remove any allocations.
Click Edit.
In the Edit Credit Note dialog, click
next to a line item and update the credited amount to the desired total.Click Update.
Reinsert the prior allocations and allocate the remaining balance to another invoice, or issue a refund if necessary.
Void or reissue Credit Notes
If the Credit Note was created for the wrong amount:
First, remove any allocations made to the Credit Note.
Void the incorrect Credit Note and issue a new one with the correct details.
Allocate the corrected Credit Note to the relevant invoice.
Remove applied Credit Notes
To delete or unapply a Credit Note that has already been used:
Remove the allocation linked to the Credit Note.
When the allocation is removed, you can delete or adjust the Credit Note as needed.