Raise a credit note
With Okappy, you can easily raise invoices from your jobs or create a miscellaneous invoice. But what if you’ve made a mistake on your invoice and need to either cancel it completely or amend the amount. It’s easy, you can raise a credit note with just a few clicks!
To cancel or amend an invoice, the easiest way is to select your existing invoice and then click Create credit note.
If you are still using Okappy’s legacy invoicing functionality, see here for instructions.
From within the invoicing screen, click the three dots menu next to the relevant invoice and then click Raise credit note.
This will create a credit note with the same details as the same details as the original invoice but with negative amounts.
You can change any of the details. Once you’re happy click Raise.
You’re credit note will be created.
For further information
For further information search in our support pages or forum