Adjust an Issued Invoice or Create a Credit Note

Once an invoice has been sent, it generally cannot be deleted.
If an error is discovered, issue a credit note instead.

Two scenarios

1. Invoice not yet logged by the client

If the client has not recorded the invoice in their system, you may:

• Delete it directly from the invoicing page.
• Recalculate and re-issue a corrected version.

2. Invoice already received or logged

Create a credit note to reverse the original value.

For project accounts

1. Create a new project sub-account named “Credit Note”.
2. Add a project entry with a negative amount equal to the correction.
3. Date it as completed in the month of adjustment.
4. Generate invoices as normal — the credit note will appear as a separate line item.

For hourly biling accounts

1. Create a new hourly billing sub-account (or temporary “Credit Note” log).
2. Add a negative-value hourly billing entry with zero hours.
3. Run the next invoice cycle — the amount offsets the original charge.
4. Mark the temporary account inactive afterward.

Notes

• Never delete invoices already sent to clients.
• Always document the credit note reason internally.
• Keep the credit note dated within the same month for reporting consistency.