Scenarios:

  1. You have applied a credit notes to an invoice and you want to unapply it

This document assumes the following:

  • You understand what a credit note is

  • You understand basic financial principles

  • You know how to apply credit notes to invoices

How To Remove An Applied Credit Note

  1. Head to the Money Tab and select Credit Notes

  2. Click the '+' and select Applied to Invoice

  3. Select the action cog next to the relevant credit note and click delete:

Please note: If you are using Xero, you cannot remove a credit note within Enrolmy. This will need to occur within Xero.

Awesome! You now know how to remove applied credit notes! 

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