{"id":31160,"date":"2020-10-29T09:32:31","date_gmt":"2020-10-29T09:32:31","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=31160"},"modified":"2020-10-29T09:32:31","modified_gmt":"2020-10-29T09:32:31","slug":"raise-a-credit-note-legacy","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/raise-a-credit-note-legacy\/","title":{"rendered":"Raise a credit note (legacy)"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Raise a credit note (legacy invoicing)<\/h1><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-1\"><p>With Okappy, you can\u00a0<a href=\"http:\/\/www.okappy.com\/how-to-raise-an-invoice-from-a-job\/\">raise invoices<\/a> from your jobs or create a <a href=\"http:\/\/www.okappy.com\/raise-ad-hoc-invoices-with-okappy\/\">miscellaneous invoice<\/a>. But what if you&#8217;ve made a mistake on your invoice and need to either cancel it completely or amend the amount. It&#8217;s easy, you can raise a <strong>credit note<\/strong> with just a few clicks!<\/p>\n<p>If you&#8217;re using Okappy&#8217;s legacy invoicing functionality and want to cancel or amend an invoice, the easiest way is to select your existing invoice and then click <strong>copy invoice<\/strong>.<\/p>\n<p>(See what&#8217;s new with <a href=\"https:\/\/www.okappy.com\/introducing-okappy-invoicing-v2\/\">Okappy invoicing<\/a>)<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><span class=\" fusion-imageframe imageframe-none imageframe-1 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-copy-invoice@2x.gif\" class=\"fusion-lightbox\" data-rel=\"iLightbox[5bc04954a3369fa87c3]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-copy-invoice.gif\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-2\"><p>This will create a new miscellaneous invoice with the same details. You can then either change the amount to negative to offset your original invoice or add a different amount to either reduce or increase your existing invoice.<\/p>\n<p>When you enter a negative amount, the heading which says miscellaneous invoice will automatically change to <strong>Raise credit note<\/strong>.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-2 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-raise-credit-note@2x.gif\" class=\"fusion-lightbox\" data-rel=\"iLightbox[3497158c386e796c1f4]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-raise-credit-note.gif\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-3\"><p>You can also change any of the details in the description to make it clear that this is a credit note.<\/p>\n<p>Find out more information about <a href=\"http:\/\/www.okappy.com\/job-management\/\">Okappy Job Management<\/a> and how it can be benefit your business or check out <a href=\"http:\/\/www.okappy.com\/support\/\">support centre<\/a> for more Tips.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-3 { overflow:visible; }<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-4 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-3 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">For further information<\/h1><\/div><div class=\"fusion-text fusion-text-4\"><p>For further information search in our <a href=\"https:\/\/www.okappy.com\/support\">support pages<\/a> or <a href=\"https:\/\/www.okappy.com\/forum\">forum<\/a><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div>\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>With Okappy, you can\u00a0raise invoices from your jobs or create a miscellaneous invoice. But what if you&#8217;ve made a mistake on your invoice and need to either cancel it completely or amend the amount. It&#8217;s easy, you can raise a credit note with just a few clicks! Read on to find out more.<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[314],"portfolio_skills":[],"portfolio_tags":[609,608,607,335,327],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Raise a credit note (legacy) - Okappy<\/title>\n<meta name=\"description\" content=\"Cancelling or amending invoices. It&#039;s easy in Okappy. Raise a credit note with just a few clicks! 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