How To Remove An Applied Credit Note

Scenario:

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! 

Last Updated: 26 May 2023