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A sent or issued invoice is not edited. More → Create credit note opens Correct invoice and creates a linked credit note. The original stays. The credit applies after you issue the draft. The button is Create credit note. The title printed on the PDF follows the country on your company. Those titles are in Rules for your country.

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What you need to do

Additional reason is optional text. Where your country requires a statutory code, Corrective reason is required as well. That list is in Rules for your country. Lines to credit shows the quantity the credit note will use. Change Credit qty only when you are returning whole units at the original unit price. A custom Credit amount is the payable amount to credit. The credit note shows quantity 1 at that amount, unless it divides evenly by the original unit price. Prefill from original (negated) fills the lines as the opposite of the invoice. Leave those amounts negative. Saving a credit note positive is refused. Click Create corrective draft. Then issue and send that draft the same way as an invoice, with Issue & send when it has to be registered. Until it is issued, it is a draft and the original is not yet corrected. Previous documents on the invoice shows the link, and whether the original is Partially corrected or Fully corrected.

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When it will not start

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Replace

Replace credits the original in full and starts a replacement invoice. Open replacement invoice on the original, and Open original invoice on the new one, jump between them. Issue the credit note before you treat the replacement as the bill the customer should pay.

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Reverse a credit note

On an issued credit note, More → Reverse credit note… creates an ordinary invoice that puts the credited amount back as money owed. It is not a debit note, and it is not a credit note against the credit note. You must enter a reason. Open credit note on that new invoice returns to the credit it reverses. Use this when the credit itself was wrong and the customer still owes the work. Use Reduce on the original invoice when you only need to credit less.