Accounting features available on Pro and Prime plans

To provide your customers with either a credit note or refund, go to “Invoices” from the navigation menu.

PAID INVOICES – refund

  1. Go to the paid invoice from the invoice list.
  2. Swipe left on your mobile or click on the 3 dots on web and select “Duplicate”
  3. A new invoice is opened ready for you to create your credit note.
  4. Remove all items except for the ones you’d like to apply the refund to.
  5. To remove items, simply swipe left on the item or click on the “x” on web.
  6. For the remaining refunded items add a minus sign against the line item amount (price).
  7. Change the name of your invoice (“Invoice name” field) accordingly, for example, Credit note, Refund or leave it empty.
  8. Click on “Save and review” and then “Send” or “Copy link”.
  9. Issue your refund payment.
  10. Once you have processed the refund, open the refund invoice, click on “+ Payment” and select the payment method and save.

UNPAID INVOICES – credit note or adjustment

  1. Go to the unpaid invoice from the invoice list.
  2. Remove all items that you’d like to credit or make necessary adjustments to those lines (quantity, price) within the same lines or by adding new ones with minus in price. 
  3. To remove items, simply swipe left on the item or click on the “x” on web.
  4. Click on “Save and review” and then “Send” or “Copy link”.
  5. Issue your payment.
  6. Once you have processed the invoice, open it, click on “+ Payment” and select the payment method and save.

PARTIALLY PAID INVOICES – credit note or adjustment

Follow the steps above for:

Paid invoices

or

Unpaid invoices previously removing the matched payment.

If you select making changes inside of a partially paid invoice it’s important to remember that the Total amount of your invoice can’t be less than the amount already paid. Otherwise you won’t be able to reapply your payment in full to your invoice.

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