Once an invoice has been printed, it cannot be deleted, but must instead be credited.

  • Go to the invoice details page and click “Create credit invoice”.

A new invoice, a “credit invoice”, will be created and linked to the original invoice.
This will have the same effect as deleting the original invoice, but the amounts of both invoices will still be visible in the accounting report and will cancel each other out.

Payments registered on invoices/cash receipts require manual handling

If the invoice that is being credited had payments registered on it, please note that those payments are not necessarily reversed automatically. Most payment methods require manual steps – for example, payments made through PayPal or a card machine. Such payments must be reviewed and reversed manually.

Cash receipts are always considered paid, and unless a specific payment method is chosen, they will be entered in the “Cash Receipts (Default)” ledger account. This is also true for credited cash receipts – the “refund payment” will by default be entered in the same ledger account, unless another payment method is chosen. You can modify the payments on both the original and credited cash receipt in order to mirror what actually happened. For example, if a refund was made through PayPal, you will have to manually register it as a negative payment. If a payment was registered on the original cash receipt – but the payment was never actually made, you can void that payment by creating a credit note of that cash receipt.

The end goal is to have the credit and debit match. If they match, the transactions have been fully reversed and undone from an accounting perspective. For example, if $100 is received through PayPal, it should also be returned in one way or another.