Guide Overview

This guide will show how the Credit Note will be created and where you will be able to view it on the matter.

A Credit Note is ONLY automatically created when an Issued invoice is unfinalised. 

How to unfinalise an issued invoice and issue a credit note

1. Select All Invoices from the Invoices drop-down on the Navigation menu. 

2. Hover the mouse over the relevant invoice, select the three ellipses at the end. 

3. Select Unfinalise.

4. Enter the Unfinalised Date(this defaults to today's date).

5. Enter the Reason for unfinalising. 

6. Select Unfinalise Invoice. 

7. Once the Invoice is Unfinalised  a Credit Note  is automatically created, it will retain the original Invoice Number but it will be prefixed with CR. Using the Invoice above as an example, this now has a reference of CR-IV000160.

8. To view these on the All Invoices screen or the Invoices area of a matter use the State filter and select Credit Notes and click Apply.

9. To view the Credit Note click on the Ellipsis button to the right of the line.

10. Select View Credit Note the credit note document will now open.