Fresh Projects

00:00: This article explains how to raise a credit note for a voided invoice.

00:05: Once a finalised invoice has been voided, a Credit Note can be created to assist with

00:10: correct tracking of financial documents.

00:14: First,

00:15: select "Financials".

00:18: Next, select "Invoicing & Expenses" from the drop-down list.

00:23: Open the Month wherein the invoice was created.

00:28: Select the "Invoicing" tab.

00:31: Click "Details" to see the voided invoice information.

00:35: Now,

00:36: select the page icon shown on the right of the voided invoice.

00:40: You can then select the credit note template to download the Credit Note into

00:44: Microsoft Word.

00:47: If you do not have a credit note template to select,

00:50: please reach out to our Support Team and we will happily create one for you with

00:54: your company details.

00:56: You have now learned how to raise a credit note for a voided invoice.