How to Void a Credit Note

Cancel a credit note that was issued in error and automatically reverse the accounting entries.

What this does

Voids a credit note so it is marked as cancelled and no longer reduces the amount owed by your customer. The system automatically creates a general ledger reversal to undo the original accounting entries.

When to use it

Use this when a credit note was issued in error and should not have been created. Once voided, the original invoice balance is restored.

Step by step

  1. Go to Credit Notes in the Sales menu
  2. Find the credit note you want to void and click it to open the detail page
  3. Click Void Credit Note
  4. You will be asked to confirm — review the credit note number and amount
  5. Click Confirm
  6. The credit note status changes to Voided and a GL reversal is posted automatically
  7. The credit note remains visible in your records for audit purposes but no longer affects your accounts or reports