Fixing an invoice (credit notes)

An invoice that’s been sent can’t be changed: that keeps invoices trustworthy for you, your client and SARS. Instead, the app makes a credit note that cancels all or part of it.

1. Open the invoice.
2. Tap Fix this invoice.
3. Choose what you want to do, and why (“Wrong client”, “Job cancelled” or something else).
4. Tap Make the credit note, check it and send it.

The three ways to fix it

• Cancel it: a credit note for the whole invoice. The invoice shows as Cancelled.
• Change it: a credit note for the whole invoice, and a new invoice with the same items for you to correct and send.
• Give a discount or refund part of it: a credit note for the amount you enter.

What the client still owes is the invoice’s total, less payments and credit notes.