Issuing Credit Notes for Voided or Adjusted Invoices
Reverse or adjust issued invoices while maintaining a complete, auditable trail.
Quick Steps
- 1Navigate to the Original Invoice
Open the invoice that needs to be reversed or adjusted.
- 2Void the Invoice
Click "Void" and provide a reason for the voiding. A credit note is automatically generated.
- 3View Credit Notes
Navigate to Credit Notes from the sidebar to see all credit notes with their linked invoices.
When to Use Credit Notes
When you need to reverse or adjust an issued invoice, Invoicemonk supports credit notes that maintain a complete audit trail.
- Client was overcharged
- Services were not delivered
- Invoice was issued in error
- Partial refund needed
Creating a Credit Note
- Navigate to the original invoice
- Click Void and provide a reason
- A credit note is automatically generated referencing the original invoice
- The credit note gets its own unique number and verification ID
Viewing Credit Notes
- Navigate to Credit Notes from the sidebar
- Search by credit note number, original invoice number, or client name
- Click on any credit note to see the full details and linked invoice
Frequently Asked Questions
When should I issue a credit note?
Issue a credit note when a client was overcharged, services were not delivered, an invoice was issued in error, or a partial refund is needed.
Can I edit a credit note after creation?
No. Like invoices, credit notes are immutable once created. They receive their own unique number and verification ID for audit integrity.