Raising a full credit note on an invoice

Kirst27

I have accidentally raised an invoice which is marked paid and I need to raise a full credit but I don’t seem to have that option, or I can’t find it on drop down menu.

Katie

Hi Kirst27,

To raise a credit note, first you’ll need to switch to Classic invoicing using the toggle at the top of your screen.

From here, click on the ‘Options’ button. You’ll see there are options for either ‘Raise credit note’ or ‘raise full credit note’.

If you’ve already recorded your payment against the invoice you’ll need to use the ‘Raise credit note’ option. You’ll be able to credit note the full amount still and also record a refund to your client.

If the invoice payment was created in error, please delete the payment before trying to raise any credit notes.

Thanks,
Katie

Kirst27

I’ve tapped on the options button but I just get a blank box come up?

Katie

Kirst27

That’s odd. Could you try clearing your cache and cookies and try again, please?

If the problem persists, please drop an email to feedback@crunch.co.uk with a screenshot of the problem and details of what type of device and browser you’re using.

Thanks,
Katie

Kirst27

I’ve cleared cache and cookies but no change so I’ve sent a screenshot to support with details. Thanks.

Katie

Hi Kirst27,

I’m sorry to hear that didn’t help.

We’ll pass your email over to the relevant team to look into and will be in touch again as soon as possible.

All the best,
Katie

Kirst27

Many thanks

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