How to reverse a credit note

How to reverse, undo, remove, delete, a credit applied to an invoice

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: Project Manager and Above

Use the undo credit note option if you created a discount credit note or a write-off credit note by mistake.

To undo the credit note:

  1. Open the Project and go to the Project Menu > Financial > Invoice.

  2. Click on the invoice you wish to use.

  3. At the bottom of the invoice the credit number will be visible in the totals section. Click the number of the credit you want to reverse to open it. (The latest credit will be at the bottom)

  4. At the top right click the ellipses and select 'Reverse credit note'.

  5. In the reverse credit creation page, enter the following (optional) details, or leave these items with the default values.
    ​Credit note text - type a reason to explain why the credit note is being reversed, or any other note. This can be printed on a credit note document.
    ​Prefix and number - select an alternate credit note number prefix, and assign the next available number in the sequence.
    ​Credit date - set the date for the reversal credit note document. Choose either the invoice date, today's date, or select a date from the calendar. This will default to the date of the invoice.

  6. Click Save at the top right.


  • There is no undo for a credit note reversal, so be sure that this is what is required before you save this change.

  • You can not use this option for a canceled invoice, or for credit notes created using the 'Credit Return to WIP' method.

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