Edit or void a sales credit note

If you create a credit note with incorrect details or in error, you cannot delete it. However, you can edit it or mark it as void. Voiding the credit note removes its values, however it remains in your accounts so you can view it, if necessary.

If the credit note has a draft status, you can delete it as its values don’t appear on your ledgers. How you edit or void the credit note depends on whether it has been allocated to an invoice or refunded.

Note: To void or edit saved credit notes, you need full access to the Sales option. If you have restricted access, you can only edit or delete draft credit notes.

Editing or voiding a reconciled stand-alone credit note

If you’ve refunded the credit note, you need to unallocate the refund before you can edit or void it.

  1. From Sales, click Sales Credit Notes.
  2. Click the credit note you want to edit.
  3. Edit the details and Save.

You’ve successfully modified the credit note and the new values appear in your accounts.

Voiding a sales credit note

  1. From Sales, click Sales Credit Notes.
  2. Select the check box next to the relevant credit note.
  3. Click Delete.
  4. Enter the reason for voiding the credit note and click Yes.

You’ve successfully voided the credit note and the values no longer appear in your accounts.

Editing or voiding a reconciled allocated credit note

Note: When you allocate a credit note to an invoice, or create a credit note from within an invoice, a customer transaction is created. Before you can edit or void the credit note, you must remove this transaction.

  1. Click Contacts.
  2. Click the required contact.
  3. In the Activity area, click the relevant customer transaction. The date of the transaction is the date you allocated the invoice and credit note.
  4. Clear the check boxes for the invoice and the credit note you want to unallocate.
  5. Click Save.

Note: If you allocated multiple transactions at the same time, and you only want to unallocate one invoice and credit note, the remaining transactions are unaffected. If the credit note covered multiple invoices, click the credit note, edit the amount to pay, and Save. For example, if the invoice was for $50 and the credit note was $100, the amount to pay should be -$50.

You’ve successfully unallocated the sales invoice and credit note which are now outstanding.