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. Select the Cancel Date.

5. Enter the Reason for unfinalising. 

6. Select Unfinalise Invoice. 

7. Once the Invoice has been Unfinalised  a Credit Note  is automatically created, it will retain the original Invoice Number but it will be prefixed with CN.

8. To view these on the All Invoices screen or the Invoices area of a matter use the filter on the State column 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.