Your invoice needs to be credited? You need to use a credit note to settle a situation with a customer? Follow the steps below!
1 - Create your credit note
Once the invoice is finalized in your billing tool, it is no longer possible to cancel it. You must credit it by issuing a credit note.
This is done directly in your invoicing tool!
(Pennylane, Sage100C, Billit ...)
If your credit note is partial, once issued, you will have to re-invoice the remaining shipments.
2 - Re-invoice the shipments
In Dashdoc, go to the menu "my invoices".
Click on the invoice, then in the top right corner, click on "mark not finalized". The invoice returns to the status "draft", it can be modified again.
To know how to modify your invoice, it's over here !
⚠️ Cancelling an invoice in Dashdoc does not cancel it in your billing tool
Once your invoice is updated, go back to the "mark finalized" step to get your new invoice.
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