You can view a client's invoices and credit notes on the Billing tab of the client page. A credit note always has a link button on the left side of the Invoice button, and an invoice that has a credit note connected to it has a link button is on the right side.

With a full or partial refund, you will find the original invoice and the credit note as shown below. A custom prefix (e.g. 'CN' in the image) can be defined for credit notes in the credit note settings.

• The invoice row of the original invoice (1) includes links to the connected consultation and the invoice page. The link button on the right side of the invoice button opens the credit note created for the invoice.
• On the credit note row (2), the invoice button opens the credit note page and the link button on the left side of the invoice button opens the original invoice.

Full refund

Partial refund

When crediting and creating a new invoice, you will find the original invoice and related credit notes as shown below.

• The invoice row of the original invoice (1) includes links to the connected consultation and the invoice page. The link button on the right side of the invoice button opens the credit note created for the invoice.
• On the first credit note row (2), the invoice button opens the credit note page. The link button on the left opens the original invoice, and the link button on the right opens the second credit note (the final invoice) created for this credit note.
• The second credit note row (3) shows the final, corrected invoice. The link button on the left opens the first credit note that this credit note was created for.

See Also

Credit and Refund a Finalised and Paid Invoice in Full

Credit a Finalised Invoice That Has Not Been Paid

Credit and Refund an Item or a Part of an Item

Credit and Create a New Invoice

Updated 07 November 2023 07:53