The client decides against two of the outside lights a week after your invoice went out. Tick the lines that came out, set how many of each, and Sendinvo credits them at the price and VAT rate they were invoiced at. Send it, and the balance on that invoice drops by exactly that much.
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Raise the credit note from the invoice itself. It takes the client and the currency from there, so nothing is retyped, and the next number in your CN sequence when you send it.
Credit the invoice in full, tick the specific lines that came out and set the quantity for each, or enter a net amount you and the client have agreed.
Every credited line keeps the unit price and VAT rate it carried on the invoice, so a job that mixed rates across lines still credits to the penny.
Sending the credit note nets it off the invoice balance. If that clears what is left, the invoice settles to paid and its reminders stop. Void the credit note and all of it reverses.
Jobs change after the invoice has gone out: two lights the client decided against, a room dropped from the redecoration, a part they bought themselves. On contract work it’s a variation from the main contractor. A credit note takes that money off the invoice you already sent, and leaves the two of you looking at the same figure.
Tick the lines that came off and set the quantity for each, 2 of the 4 lights rather than the whole line. Each credited line keeps the unit price and the VAT rate it carried on the invoice, so the credit is worked out at the rate you billed and there is no difference to argue over. A job that mixed rates across lines credits line by line, the same way per-line VAT works on the invoice.
Three ways to raise it: credit the invoice in full when a job comes off altogether, tick the specific lines when part of the job went, or enter a net amount with your own description when you and the client have settled on a number. A credit note never credits more than the invoice has left to credit. Add a reason, say “Two outside lights not fitted”, and it prints on the credit note under the invoice it was raised against.
Sending a credit note nets its value off the linked invoice’s balance. When it clears what is left, the invoice settles to paid and its reminders stop, so nobody chases a client who owes nothing. Void the credit note and all of that reverses: the credited amount is recomputed from any remaining sent credit notes, a credit-settled invoice reopens to sent or partially paid, and its reminders switch back on. A sent credit note is never deleted: it stays on file under its number, marked as voided.
Credit notes run on their own sequence, with a prefix that defaults to CN, take their number as they’re sent, and go out as a PDF with their own email template you can edit. The invoice’s history records the credit note that was applied and what it did to the balance, so when the client queries it six months on, the answer is on the invoice. Making, sending, and voiding a credit note work whether or not you subscribe, so money is never left half-reversed.
When the invoice was raised from a job, the job takes its credit notes off what it has invoiced, so what’s left to invoice against the quote stays right. Connect Xero or QuickBooks and each credit note goes across as it’s sent, against the invoice it credits.
Yes. Tick the lines that came off the job and set the quantity for each, up to the quantity you invoiced. Sendinvo credits those lines at the unit price and VAT rate they carried on the invoice, and leaves the rest of the invoice standing.
The rate it was invoiced at. Each line carries its own rate, so crediting part of a mixed-rate job leaves every line where it was and the tax reconciles to the penny on your sterling invoices.
Any invoice you’ve already sent, whether it is sent, part paid, or paid. The credit note takes that invoice’s client and currency, and names the invoice on the document so the client can see what it belongs to.
The credit note’s value nets off the linked invoice’s balance. If that clears what is left, the invoice settles to paid and its reminders stop, so a client who owes nothing is never chased.
Yes. Void it and the netting is fully reversed: the credited amount is recomputed from any remaining sent credit notes, a credit-settled invoice reopens to sent or partially paid, and its reminders switch back on. The credit note stays on file under its number, marked as voided.
No. Making, sending, and voiding a credit note work whether or not you subscribe, so money is never left half-reversed. Only sending an invoice needs the trial or a subscription.
Tick what came off the job, at the price it went on, and the balance on the invoice moves to match.