🧾 Can I create a credit note that isn't linked to an invoice?

No. It isn't possible to create a credit note without linking it to an invoice. 🧾

There are two ways to create credit notes, depending on whether the invoice was issued outside or inside InvoiceXpress.

📝 1. Standalone credit note

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

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.
4. On the creation page, you must fill in the Number and Sequence of the original document. These usually match the number and sequence of the invoice you issued outside InvoiceXpress.

🔗 2. Credit note for an invoice issued in InvoiceXpress

In this case, the credit note is created from the invoice and the two documents are linked.

1. Go to the Invoices tab.
2. Open the invoice you want to issue the credit note for.
3. Click Credit note, on the right-hand side of the page.
4. Fill in the details, changing any information if needed, and click Save as Draft.
5. Finally, click Finalize. ✅

💬 Frequently asked questions

❓ Can I create a credit note without specifying an invoice?

No. A credit note must always be linked to an invoice: to an InvoiceXpress invoice, or, for an invoice issued in another software, to the Number and Sequence of the original document.

❓ What's the difference between the two ways?

With a standalone credit note you enter the Number and Sequence of an invoice issued outside InvoiceXpress. With the other, the credit note is created from the invoice issued in InvoiceXpress and the two documents are linked.