Correct an invoice: credit notes, voids and refunds
Checked against the app on 24 October 2026
An issued invoice is locked so it matches what the client has. Lower it with a numbered credit note, void it if nothing has been paid, give money back with a numbered refund, or use a client’s credit on another invoice.
Where: Billing > Invoices > Open
| To… | Press | What happens |
|---|---|---|
| Lower what is owed | Add credit note… | A numbered credit note with your reason. It cannot exceed the invoice total; past what is owed it leaves the client in credit. |
| Cancel an unpaid invoice | Void this invoice… | The sessions go back to To invoice and the number is kept, so you can invoice again. |
| Give money back | Record a refund… | A numbered refund, up to what was paid on that invoice. Money received in reports is net of refunds. |
| Use credit | Use credit on another invoice… | An overpayment or a credit note on a paid invoice pays another of the same client’s invoices. It is not counted as money received. |
Step 1: Open the invoice from Billing > Invoices.
Step 2: Choose the action from the table above and give the amount and reason.
Step 3: Save the new PDF and send it to the client, as you did the invoice.
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