How to issue a credit note in JobSheet

Before you start

Credit notes apply to standard 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

1. Open Invoices and select the sent or paid invoice you need to reverse or adjust.
2. On the invoice detail screen, choose Issue credit note.
3. JobSheet creates the credit note and opens it. Line items are copied from the source invoice with reversed amounts.
4. The credit note is marked sent and cannot be edited. Use Print / PDF if you need a copy for your records or the customer.
5. On Reports, issued credit notes reduce net money in for the period.

Note

You cannot issue a credit note from a draft invoice. Edit the draft or void it instead if it was never sent.

Related guides

• Create an invoice after a job is done
• Void an invoice
• Download your reports summary