Correct or cancel an invoice
Issued invoices are never changed or deleted. A credit note corrects them, in full or in part.
Tax law in the UK, the EU and elsewhere asks you to keep an issued invoice as it was. To correct one, you issue a credit note.
- Cancel with a credit note (under More on the invoice) credits the whole invoice and marks it Cancelled.
- Credit some lines credits the lines and quantities you choose, at the prices and tax rates the invoice had. Say why; it is printed on the credit note.
Credit notes have their own numbers (CN-2026-0001, say) and their own PDF, and they reduce what is left to pay. Then make a new invoice if the customer should be charged something else.
A credit note does not send money back. If the customer had paid, record the refund on the invoice: see Mark an invoice as paid.
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