Cancel issued credit note
- WARNING: It is not possible to un-issue a credit note.
Change your processes
Credit Notes issued in error are often the result of Returns so you may like to review your return processes for example:
- Have a cooling off period between creating the return and actually processing it, so if the customer wishes to change their mind then it is easier to rectify.
- Ensure that the customer is happy to proceed with the return.
- Double check that the return is correct before processing it.
- Before issuing the Credit Note double-check that it is correct.
Possible Options
Option One
If the Credit Note is the result of a return and exchange then:
- Issue the Exchange.
- Create a Return based on the Exchange but don't issue the credit note.
Option Two
- Create an SP Ledger invoice against the customer.
- Use the Credit Note in the Customer's Statement tab to allocate to the invoice as a payment.
Note: this will leave the Credit Note and mock invoice on the customer's record.
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