Do you need to apply changes to an issued proposal? You can :
Issue a corrective invoice
Or create a credit note
👇 Here’s how to proceed 👇
1 - If the invoice is issued but not paid
👉 You will need to:
Mark the invoice as “cancelled”
Duplicate the invoice, prefixing the title with “Corrective Invoice…”
→ Once the copy is generated, remember to modify its title to remove the mention "copy":
→ Then proceed with the necessary modifications before resending your new invoice to your client.
2 - If the invoice is fully paid: issue a full credit
👉 Regulations require using “credit notes” to properly cancel a paid invoice, so you will need to:
Issue a 100% credit note:
→ And confirm the creation of your credit invoice:
Credit notes allow you to deduct the amount of the initial invoice from your billing reports.
3 - If the invoice is partially paid: issue a partial credit
👉This invoice will not be canceled in full, so it will not be deducted 100% from your reports.
First, mark the invoice as “partially paid”:
→ Issue a partial credit corresponding to the desired amount (in %):
If creating a credit note in % of the invoice amount does not suit you, here is a tip:
→ Duplicate the invoice, and change its title to indicate that it is a partial credit note:
→ Then, uncheck the lines of the invoice that are not covered by the credit, and set your items to "credit" type so that the amounts become negative:
👉 Review each step of your credit invoice before emailing it to your client.
Operation completed! 🙂
Feel free to write to us via chat if you need help 👇