Quotes and invoices
Cancelling an invoice: credit notes
An issued invoice can no longer be edited or deleted: you cancel it, and a credit note for the same amount is created and numbered automatically.
Before you start
- Invoicing is only available to accounts whose country is France.
- The invoice is issued ("Sent", "Overdue" or "Paid"). A draft can be edited or deleted directly.
Open the invoice menu
On the invoice page, click the ⋯ menu at the top right, then "Cancel with a credit note". From the list, the row's ⋯ menu offers the same action.
Confirm
The "Cancel invoice …?" window reminds you that a credit note for the same amount will be created. Click "Create the credit note".
What happens
The invoice switches to "Cancelled" and stays in your history. The credit note takes its lines and amounts, with the note "Credit note for invoice no. …". It gets a number AV-YYYY-MM-NNN, dated today, and its PDF.
Go from one to the other
The invoice shows "Invoice cancelled by credit note …" with "See the credit note". The credit note shows "Credit note cancelling invoice …" with "See the invoice", and its amount as a negative.
Find your credit notes
In the "Invoices" tab, click the "Credit notes" filter.
What your customer sees
Nothing is sent automatically. Download the credit note PDF to pass it on to the customer.
If it doesn't work
- I want to correct an issued invoice.
- Cancel it with a credit note, then create a new invoice.
- Can a paid invoice be cancelled?
- Yes, "Cancel with a credit note" is offered for a sent, overdue or paid invoice.
- Can a credit note be edited or cancelled?
- No. A credit note cannot be edited and its status does not change.