How to remove an applied Credit Note

How to remove an applied Credit Note

This help doc will guide you through the best practice to removing a credit note that has been applied to an invoice

Removing a credit note applied against an invoice

We do advise that above all else the best practice is

Step 1: If you are syncing with Xero, use Xero to remove an applied credit note.

Should you need to process this through Enrolmy the following method is advised.

Step 2:

a. Go to Money

b. Select Credit Notes

c. Click the +

d. Select Applied to Invoice

e. Search for name of customer

f. Look for the invoice

g.Click cog

h.Choose Delete

User-added image

User-added image

Was this article helpful?
0 out of 0 found this helpful



Please sign in to leave a comment.