Correct a sent invoice

The law in most places wants every invoice you send kept as it was. So a sent invoice can’t be changed or deleted. You correct it in one of two ways.

Void: the invoice shouldn’t exist

In the app: a sent invoice → Void invoice

1. Tap Void invoice.
2. Choose why: Sent by mistake, Duplicate, Wrong customer or Job cancelled.
3. Confirm Void invoice.

The invoice keeps its number and stays in your records, marked Void. Its link stops taking payments and tells the customer nothing is owed.

You can void an invoice only while it has no payment and no credit note. Otherwise, reverse the payment first or issue a credit note.

Credit note: lower what’s owed

In the app: a sent invoice → Credit note

1. Tap Credit note. It starts with all the invoice’s items.
2. Lower the items to what you’re giving back, or remove the ones that stay.
3. Write the Reason. It prints, so the customer sees why.
4. Tap Send and share it.

A credit note has its own number (CN-0001) and lowers what the customer owes on the invoice. It doesn’t send money back: if the customer already paid, refund them too. See Refunds.

Drafts

A draft has no number yet: change it freely, or delete it with the bin at the top.