Can I issue a credit note?
What you'll do: Not in this version. Credit notes are planned for a future release. Today, the only in-app way to cancel a mistaken invoice is to void it — and only before it's been sent or paid.
What's available
- Before an invoice is sent or paid: you can void it and generate a corrected one from the same dispatch. See How do I mark an invoice as sent, or void it?.
- After an invoice is sent or has any payment: it's locked, and because credit notes aren't available yet, there's no in-app correction path. Handle the adjustment with the customer directly, following your accountant's guidance.
If you try an action that would need a credit note, you'll see a message like "…use Credit Note for corrections" — but that feature isn't built yet.