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You can’t edit an issued invoice. You void it or you offset it with a credit note. Issued invoices are legal documents with numbers in order and frozen contents, so history stays as it happened.

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Void

  • Cancels the invoice.
  • Only possible if no money has been applied to it.
  • Its number stays used and shows as voided. It is never reused.

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Credit note

Use a credit note for an invoice that already has money against it, or when you only need to reduce part of it.
1

Click Create credit note

On the issued invoice.
2

Choose the amount

Credit everything left, or enter amounts per line.
3

Give a reason

4

Click Apply credit note

A credit note with its own number, a negative total, and a link back to the invoice it offsets. What happens:
  • The credit note gets its own number, such as DEMO-CN-3001, and its own PDF.
  • The original invoice stays as it was. Its balance goes down.
  • Once an invoice is fully credited, its status becomes Credit noted.
  • Both documents link to each other.
A credit note does not send the client a refund. Refunds show up in Flows only when they come from Stripe.