Credit a Finalised Invoice That Has Not Been Paid

When the invoice has been finalised, but payments have not yet been added on the invoice, create and use a credit note to cancel the invoice.

  1. Complete steps 1.-5. as in Credit and Refund a Finalised and Paid Invoice in Full. The credit note is created and the due sum is negative. If you created the credit note as a draft, you must finalise the credit note before moving on to adding payments.
  2. A pop-up message is shown at the bottom of the credit note page with a link to the original invoice. Select the link to go to the original invoice page.
  3. On the invoice page, the due sum shows the invoice sum that has not been paid yet. Under the Payments section, select the + Pay with credit note button.
  4. Select the Verify credit note use checkbox and Confirm.

The invoice due sum changes to 0, and the payment row shows 'Credit invoice' as the payment type. The credit note due sum is now also 0, and the payment row shows 'Credit invoice' as the payment type.

See Also

Adding and Using Client Prepayments

Credit and Refund a Finalised and Paid Invoice in Full

Credit and Refund an Item or a Part of an Item

Credit and Create a New Invoice

Payments and Refunds (Nordhealth Pay)

Refunding Payments (Gravity Payments)

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