Create a Reversal (Credit Notes)

Sometimes you might need to Reverse an invoice, typically because you originally invoiced for the incorrect value. As the invoice can no longer be amended, you need to issue a Reversal to your client.

1. Open the Project you need to issue the Reversal / Credit Note for
2. Open Billing > Client Billing
3. In the Invoices and Credits table, click the ID of the Invoice you wish to Reverse
4. Below this table on the right click the 'Create Reversal' button (Please Note: If you cannot see this button it is not possible to create a reversal right now.)
5. This will create a Reversal and a new Billing Approval in the system

From here you can open and Print the Reversal if you need to send it to your client, and open the new Billing Approval, and make any required changes to the values of the line items to create a new, correct invoice.

Use the yellow paper and pencil icon next to the ID to edit any cover page information and process the Billing Approval as you would normally.