I've messed up a credit note

SuperchargedLlama

And I can’t work out how to resolve it. The issue is as follows:

On an invoice I seem to have raised two credit notes (I’m not entirely sure how, perhaps one was a partial?) and I can’t seem to remove either of them. I also can’t seem to post a screenshot in this post so I’m not entirely sure how I can show you?

Let me know what you need from me in order to be able to resolve this - I’m sure it’s simple and it’s me being cack handed.

Luke_Young

SuperchargedLlama Hi there, have both of the credit notes been issued?

To check the credit note status, first make sure you switch to ‘Classic’ invoicing by using the toggle at the top of the page. Then, locate the relevant invoice and look for the section I’ve highlighted in my example below:

If it’s in draft status, select the blue text and go to the bottom of the page and choose ‘Options > Delete’.

If, however, they’re issued, you won’t be able to delete these credit notes.
Instead, you’ll need to fully credit note the whole invoice and then raise and issue a new one.

Katie

Hi,

If your credit notes are still in ‘Draft’ status, you’ll be able to remove them.

On your ‘Sales > Invoices’ page switch to our ‘Classic’ invoicing view by clicking the toggle at the top of your screen. From here, you should see a ‘Credit notes’ column, and in that and credit notes you’ve created.

If you want to remove the credit note, click on it and in the next screen hit the ‘Options’ button and ‘Delete’.

If you want to keep the credit note, you’ll need to issue this against your invoice (similar to how you create your invoice in draft first and then issue it). To do this, follow the same steps as above but choose ‘Issue’ from the options instead.

Once you’re done, you can switch back to our Modern invoicing. We’ll be adding the ability to edit and delete credit notes to our Modern invoicing view in the near future.

All the best,
Katie

SuperchargedLlama

Katie aha I think you might be on to it, it’s the draft but and it’s switching over to classic! Gotcha, I’ll try that out and report back.

SuperchargedLlama

Katie Hi Katie,

I’ve checked now, but it seems I can’t view the invoice in Classic mode as it was created in the Beta mode, and because I can’t do that, I can’t edit the draft credit note.

What else can I try?

SuperchargedLlama

Luke_Young thanks for that.

From what I can see, it’s an issued invoice and I’ve got both a full credit not AND a draft one on it.

Have you got access to my account, or is there a way to paste/upload a screenshot? It’ll make life easier I think.

Katie

I’ve found your Crunch account based on your forum user name so I’m just taking a look.

In our Modern view, I can see two invoices that have credit notes recorded against them. When I switch to Classic I’m still able to see these.

When in Classic invoicing make sure you’re clicking on the blue text in the Credit Notes column and then the Options button next to the credit note details. If you use the Options button that is on the page with your list of invoices this will give you the invoice options instead of the credit note options.

If you’re still stuck, please drop an email to feedback@crunch.co.uk with your company name and the invoice numbers so I can take another look. Please add ‘FAO Katie Mulrey’ in the subject line.

All the best,
Katie

SuperchargedLlama

AHA, gotcha - what I wasn’t doing was clicking the blue link for the invoice, instead I was choosing “view” from the “Options” menu, and that was getting me to the “you can’t view this in Classic as it was created in Modern” error message.

Cheers @Katie

If you're a small business owner who loves what they do, there's no better partner than Crunch. We help over 10,000 small business owners from across the UK manage their finances and grow their business. Learn more →

This forum is provided by Crunch. Crunch takes no responsibility and accepts no liability for any content submitted by users of this forum. Terms of Use →