Scenarios

  • You want to remove a credit note which has been applied to an invoice.

This document assumes

  • You understand basic financial principles.

  • You know how to apply a credit note to an invoice.

  • If you are a Xero user you know how to do this in Xero.

How to remove an applied credit note

A credit note is a record of an amount which you owe the customer.

Note: This process will not delete the credit note. It will only delete the connection of the credit note with the invoice you have applied it to.

  1. Navigate to the 'Money Tab'.

  2. Select 'Credit Notes'.

  3. Select the plus tab +, then click Applied to invoice

  4. Move down to the Credit Note, and click the cog on the far right of the row.

  5. Select "DELETE".

  6. You will be asked if you want to delete this Credit Note. Select Yes.

  7. This will be deleting the record of application (NOT the Credit Note).

Congratulations! You now know how to un-apply a credit note from an invoice.