Step 1: Open the invoice
Open Invoices and tapclick the invoice.
What this is
A sent invoice is never changed: it is a record your customer has. To take money off it, you send a credit note, which says which invoice it corrects and why.
An invoice with nothing paid or credited on it can be cancelled instead, and its work can then go on a new invoice.
Step 2: TapClick the three dots
TapClick the three dots at the top of the invoice.
Look forthe More item in the menu
Step 3: TapClick Make a credit note
TapClick Make a credit note. It starts as a copy of the invoice.
Look forthe Make a credit note item in the menu
Step 4: Say why
Under Why it is given, tapclick a reason like A discount we agreed, or write your own. It is printed on the credit note.
Look forthe Why it is given box
Step 5: Lower it to what comes off
Under What it is for, lower each line to what is being taken off, and remove the lines that were right. It can take off no more than is still owed.
Step 6: Send it
TapClick Send by email. Its amount comes off what is owed on the invoice.
Look forthe Send by email buttonGood to know: Nothing paid or credited on the invoice yet? You can cancel it instead: the three dots, then Cancel the invoice, and the reason. Its work can then go on a new invoice.
