If you are looking to generate a credit invoice to correct or cancel an invoice sent to one of your clients, this article is for you!
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Create a credit note from an invoice
To do this, you need to:
Go to the relevant invoice card
Click the "+" button at the top right
Click on "Credit note"
BoondManager will then create a credit note containing exactly the same information as the relevant invoice (the only difference is that the amounts are negative). You just need to edit the content if necessary before sending it to the client.
How to properly cancel my invoice?
If you want to cancel the amount of an invoice, we recommend setting both the invoice and its credit note to the "Cancelled by credit note" stage on the same payment date so you know that the credit note serves as payment for the invoice (since their amounts offset each other).
Generate a global credit note
To do this, you must go to:
the Project module
the Billing tab
enter your order
at the top right of your order card, click the + button, you then have the option to create a credit note
click on Credit note