How to cancel an invoice / issue a credit note?
Regardless of the reason, we strongly recommend canceling an invoice rather than deleting it. Whether it's an error, a test, an unpaid invoice, etc.
This will prevent any accounting issues.
To cancel an invoice, go to Accounting > Credit notes.
Then click on the + button and choose the invoice number you want to cancel.
The credit note creation interface will appear. You can leave it as is if you want to cancel the entire invoice or make modifications if you want to cancel it partially.
You also have the option to add a comment, for example, to remember why you are canceling the invoice.
Once saved, your invoice will then appear as canceled.
This will prevent any accounting issues.
To cancel an invoice, go to Accounting > Credit notes.
Then click on the + button and choose the invoice number you want to cancel.
The credit note creation interface will appear. You can leave it as is if you want to cancel the entire invoice or make modifications if you want to cancel it partially.
You also have the option to add a comment, for example, to remember why you are canceling the invoice.
Once saved, your invoice will then appear as canceled.
Updated on: 15/04/2024
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