How to credit an invoice

Crediting an invoice in Workshop Software allows you to reverse or adjust a previously completed invoice. This is useful when a customer returns a part, when work needs to be amended, or when a billing error needs to be corrected.

Step 1: Open the Customer Record

1. Click on Customers from the left-hand navigation bar.

2. Search for the customer whose invoice you want to credit using the search field.

3. Double-click on the customer name, or click the blue pen icon, to open the customer details.

Step 2: Locate the Original Invoice

1. Scroll down to the Customer Invoice section.
2. Double-click on the invoice you want to credit to open it.

3. Note down the invoice details (or print a copy) — you will need to know the products, quantities, and prices to create the credit.

Step 3: Create a New Credit Invoice

1. Click the Lightning Bolt icon at the top-right of the page and select Invoice/Quote.

2. Search for the customer in the Select A Customer search field and double-click on the correct customer.

3. Enter the invoice details to match the original invoice, except change the Invoice Type to Credit.
4. Ensure the products and prices match the original invoice you are reversing.

Step 4: Save the Credit Invoice

1. Once all details are entered and the invoice type is set to Credit, click Save at the bottom-right of the page.
2. The credit invoice will now appear in the Transaction Centre and offset the original invoice.

Good to Know

• You can print, email, or SMS the credit invoice to your customer once it is ready.
• You can search for a customer by name, phone number, or email address using the search bar.

Frequently Asked Questions

Does a credit note sync to my accounting system?

If you have an accounting integration enabled (such as Xero, MYOB, or QuickBooks), the credit will sync to your accounting system on the next sync cycle, keeping both systems in balance.

Can I undo this change to the invoice?

You can update the invoice again by following the same steps. If the invoice has already been finalised or synced to your accounting system, contact your administrator about the best approach.

Will this change affect existing invoices for this customer?

Changes to customer details apply to future invoices. Existing completed invoices retain the details that were on the invoice at the time it was created.

Related Articles

• Credit a supplier invoice
• Apply a supplier credit to a supplier invoice
• How to record a customer credit

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