Raise a credit note against a specific invoice or on its own. It carries VAT per line, nets off the invoice balance when you send it, and reverses cleanly if you delete it, so your books stay reconciled and every adjustment stays linked to the invoice it came from.
Your first 3 invoices are free to send, no card needed.
Choose the invoice you’re crediting and Sendinvo checks it’s yours and eligible, then inherits its client and currency. No matching invoice? Issue a standalone credit note instead.
Each line carries its own VAT rate. Credit part of a mixed-rate invoice and every line stays at the rate it was invoiced at, so the tax reconciles to the penny.
Send the credit note with its own email template and PDF. The value nets off the linked invoice’s balance, and if that clears the debt the invoice settles to paid and its reminders stop.
Delete a credit note and the netting is fully undone: the credited amount is recomputed, a credit-settled invoice reopens, and its reminders switch back on.
A credit note corrects an invoice you’ve already sent, whether you’re refunding a line, applying a discount after the fact, or cancelling a charge. Sendinvo keeps every credit note tied to the invoice it belongs to, so the maths always adds up.
Raise a credit note against an invoice and Sendinvo validates that it’s yours and in an eligible state, then inherits its client and currency automatically, so nothing is retyped. Correcting a charge that never had an invoice? Issue a standalone credit note instead.
Credit notes carry VAT per line, so a credit against a mixed-rate invoice keeps each line at the rate it was invoiced at and the tax reconciles to the penny on sterling invoices. It works the same way as per-line VAT does on your invoices.
Sending a credit note nets its value off the linked invoice’s balance. When it clears the debt, the invoice settles to paid and its reminders stop, so nobody chases a client who owes nothing. Delete 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.
Credit notes get their own sequence, numbered with a prefix that defaults to CN, and their own email template with a sensible default you can customise. Deleting one is never gated by your subscription, so money is never left half-reversed, while emailing or re-emailing a credit note to a client needs an active Sendinvo subscription.
Yes. Choose the invoice you’re crediting and Sendinvo checks it’s yours and still eligible, then inherits its client and currency so you don’t retype anything. If there’s no matching invoice, you can issue a standalone credit note instead.
Each line carries its own VAT rate. When you credit part of a mixed-rate invoice, every line stays at the rate it was invoiced at, so the tax reconciles to the penny on your sterling invoices.
The credit note’s value nets off the linked invoice’s balance. If that clears the debt, the invoice settles to paid and its reminders stop, so a client who owes nothing is never chased.
Yes. Delete 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.
Deleting a credit note is never blocked by your subscription, so money is never left half-reversed. Emailing or re-emailing a credit note to a client does need an active Sendinvo subscription.
Link it to the invoice, credit each line at the rate it was invoiced at, and let the balance reconcile itself.