🧾 How do I create a credit note for an invoice issued in another software?

If the invoice was issued outside InvoiceXpress, you can cancel it (or cancel an amount) with a standalone credit note. 🧾

📝 What is a standalone credit note?

This type of credit note is usually created when you need to cancel an amount on an invoice issued outside InvoiceXpress.

🚀 How to create it

1. Go to the Contacts tab.
2. Open the contact page of the client you'll issue the credit note to, or create the client.
3. In the right-hand menu, click New Document > Credit Note.

💬 Frequently asked questions

❓ Does the client have to exist in InvoiceXpress?

Yes. Open the client's contact page or, if they don't exist yet, create them first.

❓ Which details of the original document do I have to enter?

The Number and the Sequence. These usually match the number and sequence of the invoice you issued outside InvoiceXpress.

❓ What if the invoice was issued in InvoiceXpress?

In that case the credit note is created from the invoice itself, and the two documents are linked. See the article Can I create a credit note that isn't linked to an invoice?.