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How Can I Add a Credit Note or Void an Invoice?

Add Credit for a Booking - How do I add a Credit Note to a finalized Invoice? - Is there a way to add a Credit Note? - Create a Credit Note - raise a credit invoice

Updated this week

Once an Invoice has been finalized, it can no longer be adjusted. If an Invoice is not finalized, it can be voided by following these steps:

  1. Find the invoice in the Invoices tab

  2. Click on the three dots in the top right corner

  3. Click Void Invoice

If the Invoice has been finalized, voiding it will not be an option. Although there is currently not a specific feature for Credit Notes, you can create them by adding a negative amount Menu Item to an Invoice:

  1. In the Booking Summary, click the Invoices tab

  2. Click New Invoice

  3. Click Add Item

  4. You can then add a new item (you can name the item "Credit Note") and enter a negative amount.

For accurate reporting, it’s recommended to create a dedicated Revenue Category for credits. This ensures that credits are properly categorized and reflected in your financial reports.

Related Articles
How do I Add Menu Items to an Existing Invoice and Connected Invoice?
How Can I Add a Discount?
Introduction To Invoices
How to Add a Refund to an Invoice
How Do I Void an Invoice?
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