How to issue a credit note in JobSheet

Before you start

Credit notes apply to standard and deposit invoices (not proforma) that are sent or paid. Draft invoices can still be edited; you do not need a credit note for those.

The original invoice status stays unchanged. JobSheet creates a separate CN- document with reversing line amounts.

Steps (full credit)

1. Open Invoices and select the sent or paid invoice.
2. Choose Issue credit note.

3. In the dialog, all lines are selected by default. Confirm to credit the full invoice.

4. JobSheet creates the credit note and opens it. Amounts show in brackets, for example (£55.00).

5. The credit note is marked sent and cannot be edited. Use Print / PDF if you need a copy. Credit note prints do not include bank details or payment terms.
6. On Reports, issued credit notes reduce Net money in for the period (shown ex VAT when your workspace prices are ex VAT). VAT period CSV includes them as negative rows.

Partial credit (selected lines)

1. On Issue credit note, deselect line items you are not crediting.
2. At least one line must stay selected.
3. JobSheet blocks credits that would exceed the remaining balance on the source invoice (including other credit notes already issued).

After issuing

• Open Credit notes in the sidebar to find all CN- documents (credit notes register).
• From credit note detail, use Source invoice to open the original invoice.
• History on the document shows when the credit note was issued (view invoice history).

Notes

• You cannot issue a credit note from a draft or proforma invoice.
• For void instead of credit note (unpaid draft/sent only), see Void an invoice.

Related guides

• Use the credit notes register
• Download accountant reports from JobSheet
• Understand quote billing
• Void an invoice