Sometimes an invoice may contain an incorrect amount or be missing necessary information. In such cases, the invoice should not be left open; instead, it must be credited to ensure the accuracy of the accounting records.
The correction method depends on the status of the invoice.
The invoice has NOT been sent
If the invoice is still in draft status, you can delete it. Click on the draft invoice and select Delete.
The draft invoice has not yet been sent to your customer, so deleting it will not leave a trace in the accounting records.
The invoice HAS been sent
If you manage to send the invoice and it has already been forwarded to your customer after our review, the invoice must be credited.
Credit notes are issued through customer service. Send a message via the "Support Requests" section of the app and let us know that you would like to issue a credit note. Please specify exactly which invoice you are referring to —the due date, amount, and recipient's name are usually sufficient. However, if you have multiple invoices with the same details, please clearly specify which invoice you are referring to so that we can process the correct invoice for a credit at once.
At your request, we will create a credit memo based on the invoice, which will be sent to your customer. This will inform your customer that the invoice in question does not need to be paid. The credit memo will appear as a negative-value invoice in your customer’s accounting records, offsetting the original invoice. This keeps your customer’s accounting up to date.