• Administrator
  • Payroll

Create a credit note

Credit a whole invoice or selected lines, record the reason and re-invoice corrected when needed.

Updated

An issued invoice is never edited afterwards – a correction is always made with a credit note, which is an issued document with a number of its own. The accounting material stays intact and every step remains in the invoice history.

Credit the whole invoice or single lines

Open the invoice and choose Credit note. You can credit the whole invoice or only selected lines, for example a single incorrect hour line. Record the reason for the credit – it is stored in the invoice history.

Decide what happens to the work

For the credited lines, choose what comes next: Return to the material (the hours and expenses go back into the material for the next invoice) or leave uninvoiced.

Credit and invoice again

If the invoice contained a mistake, choose Credit and invoice again: Kelomo creates the credit note and immediately opens a new draft with the same lines for you to correct. Send the new invoice as usual.

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