Management · 6 min read
Credit note: how to correct an invoice you cannot delete
An issued invoice cannot be edited or removed. A credit note reverses it on the record instead. When to issue one, what it must reference, and full vs partial.
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An issued invoice cannot be edited or removed. A credit note reverses it on the record instead. When to issue one, what it must reference, and full vs partial.
Invoice numbering has to be unique and unbroken. What a legal sequence looks like, which formats survive an audit, and how to fix a gap you already have.
Proposals, contracts, invoices and payments
Send proposals, contracts and invoices, and get paid. Your clients accept, sign and pay from your emails, and find every document in a portal with your name.