Did you create a credit note or invoice by mistake, or end up with two identical ones in the ledger? A booked credit note can't be deleted or credited. Here's how to cancel it out so the customer has the correct balance.
Why can't I just delete it?
When an invoice or credit note is created, it is booked with its own number and voucher – even if it was never sent to the customer. That's why it can't be deleted.
A credit note can't be credited either. Instead, you create a new posting with the opposite amount and close the two against each other.
Note: If it's an invoice that is wrong, credit it as usual. See Partially crediting an invoice. The steps below apply to a credit note created by mistake.
1. Create an invoice for the same amount
Go to Invoicing → Invoices and find the credit note that was created by mistake.
Click Actions → New invoice like this. The customer, lines and VAT code are copied from the credit note.
Remove the minus sign in front of the number in Quantity, so the amount becomes positive.
Choose the delivery method Print locally (PDF), so the invoice is not sent to the customer.
Click Create invoice.
The screenshots show the app in Norwegian.
Important: Don't change the VAT code. When it's the same as on the credit note, the VAT also balances to zero.
2. Close the postings against each other
Open the customer and select the Ledger tab.
Tick the credit note that was created by mistake and the invoice you just created.
Click Close open postings.
The two postings are now closed, and only the correct credit note remains as an open posting on the customer.
Tip: The postings you tick must add up to 0. If you can't close them, check that the amounts are the same.
Read also
When should you contact us?
Contact us in the chat if the postings can't be closed, or if you're unsure which credit note should remain. Include:
client,
customer number,
the number of the credit note and the invoice,
the exact error message, if you get one.