Solution Properties
Solution ID:
260722090518183
Last Modified Date:
Thu Sep 17 08:26:44 UTC 2026
Taxonomy Path:
Case category//How do I...//corrections/adjustments
Author:
[email protected]
Reverse a sales credit note
Description

If you can't delete a sales credit note, you can create and allocate a sales invoice to reverse it.

NOTE:

If your invoice has transactions allocated to it, unallocate the credit note from the invoice first.

Cause
Resolution

▼Why can't I delete a sales credit note?

You can't delete a sales credit note if:

  • The credit came from another accounting system when you migrated your data
  • The credit has an allocated refund or invoice
  • It's included on a VAT Return
  • The credit is both paid and included on a VAT Return

NOTE:

If you included the credit on a submitted VAT Return, reverse it after removing any allocations.

▼What happens when I reverse a credit note?

Reversing a credit note creates an opposing transaction. This transaction cancels the original credit note. This transaction:

  • Removes the customer's outstanding credit
  • Reverses values posted to your ledger accounts
  • Cancels out the related VAT reclaimable

Reverse the credit note

  1. Create a sales invoice with the same details as the credit note.
  2. To allocate the invoice to the credit note, go to Contacts, then Customers.
  3. Open the relevant customer record.
  4. Select Manage and then Account Allocation.
  5. Select the checkbox on the credit note and the invoice.
  6. Select Save.

The invoice and credit note now cancel each other out. You can now recreate the credit note if required.

Steps to duplicate
Related Solutions

Delete a refund allocated to a credit note