Create a credit note to cancel a fee or provision invoice

Create a credit note to cancel a fee or provision invoice

The assets (or credit notes) will allow you to cancel an invoice in whole or in part. It is possible to make a credit note to cancel abill for provision.

NB: Be careful, creating an invoice to manage an invoice that will bear an accounting number. This number will be assigned automatically by following your invoice number.

  1. 1. 1. Open the proforma editor to have it:

    1. Method 1:Going through the billing table

      1. a) Go to the billing table (accessible via the menu on the left in Billing > Invoices, or via the "Billing" tabs on the contact or folder)

      2. (b) Click on the buttonEdit(grey button with three small dots) to the right of the invoice to be cancelled, and select the optionCancel by credit



        ↠the publisher proformed that credit has opened and the invoice to be cancelled is already elected



    1. Method 2:Via the customer's profile

      1. a) Go to your client's Assets tab and click on the Add Credit button (see article "Access the menu of a contact's assets")

      2. b) In the proforma editor to have it, click the buttonCancelat the level of the provision to be cancelled



  1. 2. Change if necessary the information of the credit (billing contact, notes...), then click on the buttonManaging proforma


As with the fee invoice the document will open in a new tab of the internet browser

You will then find your credit in "Proforma" status in the Assets tab of your client:




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