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dave193
Mar 17, 2022 10:06 AM UTC
Question

How do I issue a credit note against an already send and processed invoice?

Invoice for works sent, invoice Incorrect and contained already billed work. Client has processed the invoice on sage now requires a credit note for previous billed works.

1 reply

GeorgiaC
Mar 17, 2022 2:36 PM UTC

Hi dave193, you can raise a credit note by selecting + New > Credit note and then enter the same transactions details that were entered on the invoice if you're looking to cancel this out. You can then apply the credit note to the invoice by opening the invoice > select receive payment > tick the credit note listed under 'credits' > save.

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