How do I detach and/or void a credit

This article explains how to detach a credit from an invoice and how to void a credit in Workshop Software. Detaching removes the credit allocation from invoices, while voiding cancels the credit entirely.

Please note: If you are voiding a credit, it will automatically detach the credit from all attached invoices. You do not need to run the detaching process separately.

Step 1: Open the Credit

1. Open the credit you want to detach or void.

Step 2: Detach the Credit from Invoices

1. Go to the Credit Application dropdown.

2. Click on the Star in the top right-hand corner.

3. Press Reverse Applications.

4. Press Yes to confirm.

This will remove the credits attached to all invoices and allow you to either void the credit or re-allocate it to another invoice if needed.

Step 3: Void the Credit (Optional)

If you want to void the credit entirely after detaching:

1. Open the credit.

2. Scroll to the bottom and press Void.

3. Click Yes to confirm.

Good to Know

• Voiding a credit automatically detaches it from all invoices — you do not need to detach first.
• If you only need to move a credit to a different invoice, use the detach process (Reverse Applications) without voiding.
• Double-check the details before finalising to ensure accuracy for your customer and your records.

Frequently Asked Questions

Does a credit note sync to my accounting system?
If you have an accounting integration set up, credit notes will sync automatically to your connected accounting software.

Also Explore

• WorkshopPay — Integrated Payment Processing
• Dead Simple Invoicing — Feature Overview
• Workshop University: What Is a Good Average Repair Order?
• Getting Started: Customer Workflow Guide