Using the BILLY billing module, you can cancel an invoice in a matter of moments. Canceling an invoice is the same as issuing a credit note.
💡 It is forbidden to cancel an invoice that has already been sent. The only possibility is to issue a credit note cancelling the invoice sent.
How do I cancel an invoice?
By going to the"Revenues" page, you'll find a complete list of all your invoices. You can view them via the little eye on the right 🧐
If you've created your invoices on BILLY, you can cancel them using the 3 dots and then the"Cancel" option.
A new page opens and you enter the credit noteedition ✍ The title of the credit note is the number of the cancelled invoice.
The credit note contains exactly the same lines as the base invoice, but the amounts are negative. You can adapt the lines and amounts if the cancellation is not total.
If nothing needs to be changed, simply enter a date 📅 to complete the document.
All that's left to do is validate and send the document to your customer to finalize the operation 🙂
A customer has overpaid
In this case, it's a refund. You refund the overpayment to your customer, via a bank transfer. This is not a credit note.
To find the complete guide to invoice creation, follow this link 👈
See you soon 😀