The wedding was invoiced twice and then cancelled: the duplicate is voided, the paid invoice is converted into a credit note, reviewed and approved, and the client is refunded.
Correct an invoice
Correct an invoice that's already approved: void it, or issue a credit note, and refund the client.
What you will learn
- Void or credit noteAn approved invoice can't be edited: void it if it shouldn't exist, or credit it if it was sent and paid.
- The credit noteIt copies the invoice with locked lines and its own series; give it a reason and approve it.
- Refund the clientRecord the refund of what the client had paid.
Related articles
- Correct an issued invoice: void or credit noteA validated invoice can't be edited. Void it if it shouldn't exist, or issue a credit note for the part to refund or correct. Neither returns money.
- Void an invoice«Void» cancels a validated invoice for good, keeping its number and a reason. It refunds nothing and creates no credit note. Drafts are deleted instead.
- Create a credit note for an invoiceOn an approved invoice, «Convert to» → «Credit note» opens a copy: keep only what you credit, choose the reason and approve it.
- What a credit note changes: invoice, profitability, portal and accountingAn approved credit note shows on its invoice, subtracts from the order's actual revenue and reaches the portal. The invoice and its payments don't change.
- Refund a client after a credit noteA credit note doesn't move money. Record the refund with «Add payment» in the credit note's «Payments» card, as money going out.