Using the BILLY billing module, you can cancel an invoice in just a few moments. Canceling an invoice means creating a credit note.
💡 It is prohibited to cancel an invoice that has already been sent. The only option is to issue a credit note canceling the sent invoice.
How to cancel an invoice?
By going to the "Revenue" page, you will 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 on BILLY, you have the option to cancel an invoice via the 3 little dots and then the "Cancel" option.
A new page will then open, and you will enter the editing of the credit note ✍ It will have the number of the canceled invoice as its title.
The credit note contains exactly the same lines as the original invoice, but the amounts are shown as negative. 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 📅 to complete the document.
All that's left is to validate and send the document to your client to finalize the process 🙂
A client overpaid
In this case, it is a refund. You refund the overpayment 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 😀