Issue a credit note on an invoice

An invoice already issued (especially NF525, statuses Pending or Paid) cannot be cancelled by deleting it or editing it like a draft. The intended approach is to issue a credit note that offsets the original invoice.

For a draft (open invoice), prefer deletion or direct correction — see Create a quote or invoice.

Issue a credit note (cancellation)

1. Finances → Invoices → open the invoice to cancel.
2. Window menu → Issue credit note.
3. Read the message: lines will be cancelled on the date shown; choose the date and confirm.
4. Review the credit note created (amounts, number, status) and save according to your process (same NF525 rules as a normal invoice if applicable).

Duplicate and issue credit note (replacement)

1. Open the issued invoice to replace.
2. Choose Edit: Duplicate and issue credit note.
3. Enter the credit note issue date; confirm to create the credit note and the base copy.
4. Correct the new invoice, then save and switch to Pending or Paid if needed.

Common issues

• Actions missing: Finances permissions with write access.
• Warning when deleting a final invoice: use a credit note, not deletion (numbering gap).
• Failure after validation: note the message, check date and invoice state (already cancelled, lock).