Correct an issued invoice with a credit note

1. 1

   Step 1: Open the issued invoice and click Credit note (on a phone, under ⋯ next to the title).

2. 2

   Step 2: A draft credit note opens, titled Credit note for invoice …. It copies every line with a negative quantity, so by default it cancels the whole invoice.

   (opens the full-size image)

   Tap the image to enlarge it

3. 3

   Step 3: For a partial credit, reduce the quantities or remove lines. The total must stay negative, and can't be more than what's left on the invoice.

4. 4

   Step 4: Click Save credit note.

5. 5

   Step 5: Issue it the same way as an invoice: Issue and send by email, or Issue without emailing. It gets a number from the credit note series (CN-1, CN-2… by default).

What it changes

• The original invoice lists it under Credit notes, and the credit note says corrects invoice ….
• What's due on the invoice goes down by the credit. If the credit covers everything left, the invoice is closed.
• A credit note that cancels the whole invoice releases its hours: they're unlocked and back in the Uninvoiced report, so you can invoice them again correctly.
• Credit notes are listed in Invoices, marked Credit note.

You can also credit imported Harvest invoices this way.