Invoices

What is a credit note?

A credit note is money that is owed to a customer. This money will be listed as a negative number on your system, as it is money that is coming out of the businesses account.

How do I create a new invoice?

1. Navigate to the “Invoices” screen from the dashboard
2. Click the plus in the bottom right corner to add record and choose "Create Invoice"
3. Fill in all the necessary details of the invoice.
4. Save new invoice using the button in the upper right corner.

How do I reverse an invoice?

1. Locate the invoice that you want to reverse
2. Select it
3. Go to the cogwheel on the bottom right and select “Duplicate and reverse invoice”
4. Select the original invoice
5. Go to the cogwheel and select “Contra invoice”
6. Contra this duplicated and reversed invoice against the original invoice

Note that the exact same process applies if wanting to reverse a credit note