Cancel issued credit note
Table Of Contents
Once a Credit Note has been issued in Khaos Control, it cannot be un-issued. If a Credit Note has been created by mistake, the best way to correct the situation depends on why it was issued.
WARNING: It is not possible to un-issue a Credit Note.
Prevent Credit Notes being issued in error
Credit Notes issued by mistake are often linked to Returns. Reviewing your returns process can help reduce the risk of this happening.
Consider the following:
- Allow a cooling-off period between creating and processing a Return. This gives you time to make changes if the customer changes their mind.
- Confirm that the customer is happy to proceed with the Return before processing it.
- Double-check that the Return details are correct.
- Check the Credit Note carefully before issuing it.
Option 1: Return and Exchange
If the Credit Note was created as part of a Return and Exchange:
- Issue the Exchange.
- Create a Return based on the Exchange, but do not issue the Credit Note.
Option 2: Create an SP Ledger invoice
As an alternative, you can offset the Credit Note against an invoice:
- Create an SP Ledger invoice against the customer.
- Open the customer's Statement tab and allocate the Credit Note to the invoice as a payment.
Note: This method leaves both the original Credit Note and the invoice created to offset it on the customer's record.