Before finalising an invoice, make sure that it is correct. In some cases, it helps to go through the contents of the invoice with the client first.

Enable the single-step finalisation and payment workflow In Provet Cloud. Using this workflow, you will finalise invoices only when you are ready to add payments.

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