Using the BILLY invoicing module, you can cancel an invoice in just a few moments. Cancelling an invoice means issuing a credit note.
💡 It is not allowed to cancel an invoice that has already been sent in the accounting records. The only option is to issue a credit note cancelling the sent invoice.
How do you cancel an invoice?
By going to the "Income" page, you can find the complete list of all your invoices. You can view them using the small eye icon on the right 🧐
If you created your invoices in BILLY, you can cancel an invoice using the 3 dots and then selecting the "Cancel" option.
A new page then opens and you enter the editing mode for the credit note ✍ It displays the number of the cancelled invoice as its title.
The credit note contains exactly the same lines as the original invoice, but the amounts are shown as negative values. You can adjust the lines and amounts if the cancellation is not total.
If nothing needs to be changed, you simply need to enter a date 📅 for the document to be complete.
All that remains is to validate and send the document to your client to finalise the process 🙂
💡 If you originally created the sales invoice using your own software, you can simply issue a credit note via BILLY by creating an invoice with negative amounts.
A client has overpaid
In this case, it is a refund. You refund the overpaid amount to your client via a bank transfer. This is not a credit note.
To find the complete guide on creating an invoice, follow this link 👈
See you soon 😀