Crediting an Invoice
Instructions
It is possible to credit an existing invoice.
Step 1: Open the Invoice
- Open the invoice that needs to be credited
- In the top right corner, click on 'Other', then select 'Credit'
- This will create a credit invoice linked to the original invoice
- The credit invoice can still be edited at this stage
Step 2: Finalise or Send the Credit Invoice
Once the credit invoice is ready, there are several options available: Send (Email or Manually), Export as PDF, Delete (only if not yet final), or Save.