Raise credit note

Please can you help me how to raise a full credit note against a sales invoice ??

Have tried to follow instructions but not successful !

Hello @peter.preston

Open the invoice > More options > Credit note > Save

If it is a paid invoice you would be given the option to refund the credit note, this would then process a bank entry to reverse the payment.

Yes but when I view the draft invoice the drop down doesn’t give me that option !

Do I need to log a payment first ?

Hello @peter.preston

A draft invoice is not live, it has not affected the ledgers yet, there is nothing to credit.

In order for it to be posted to the ledgers and become live it needs to be flagged as sent.

This article gives more detail

https://support.quickfile.co.uk/t/create-your-first-invoice/8813#preview_and_send_your_invoice

Many thanks sorted

Peter

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