If you have sent an invoice that is no longer valid or was created in error, you can cancel it within the app. Cancelling an unpaid invoice automatically generates a credit note, which serves as a formal record that the original debt is no longer owed. This ensures your bookkeeping stays accurate and provides your customer with clear documentation for their own records.
Steps to cancel and issue a credit note
You can cancel any invoice that is currently marked as "Unpaid" by following these steps:
Open the app and tap the Get paid tab at the bottom of the screen.
Select Unpaid from the Invoices and payment links list.
Find the invoice you wish to cancel and swipe left across it.
Tap Cancel.
Confirm by tapping Cancel invoice.
Use the toggles to choose whether to send the credit note to your customer, to yourself, or both.
Tap Send email to issue the credit note. 📧
Once cancelled, the status of the original invoice will update to "Cancelled," and the associated credit note will be stored in your records for future reference.