Once a finalised invoice has been voided, a Credit Note can be created to assist with correct tracking of financial documents.
The credit note can be raised against a voided invoice as follows:
- In the main menu, click Financials and select Invoicing & Expenses from the drop-down list.
- Open the Month wherein the invoice was created.
- Open the Invoicing tab, and click the invoice that has been voided.
- Now, click the page icon shown on the right of the voided invoice and select the credit note template to download the Credit Note into Microsoft Word. If you do not have a credit note template to select from, please reach out to us and we will happily create one for you with your company details.
We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!