Introduction

After you have issued a credit note for an invoice (for details, see the Add a credit note guide), you can edit it manually using one of the following scenarios.

To locate the required credit note, use the Invoice Type is filter.

Correct selected items in a credit note

You can change a particular item value in an invoice, and have it reflected in task receivables.

1. Open the required credit note in edit mode.

2. Scroll down and select the Items tab.
   

   

3. Click the ‘Edit’ icon. The Corrective items popup will be displayed.
   

   

Correct selected item rates

1. 

2. In the New Values column, enter the required values.

3. Click the Save button.

4. (Optional) If needed, edit the receivables:
   Changes in receivables will be reflected in values calculated for tasks, but will not affect the values of items. Items are part of an invoice, while tasks and receivables are parts of a project.
   ⚠️ Ensure that the ‘Auto-Calculate Total Agreed’ checkbox in the ‘Receivables' tab is selected. Otherwise, changing values for receivables will not affect the Total Agreed value.
   

   

   1. Select the Tasks tab.

   2. Scroll down to the Receivables section.
      

      

   3. Click the ‘Edit’ icon. The Task Receivable popup will be displayed.
      

      

   4. In the New Values section, enter the required values.
      For CAT receivables, you can correct the values for particular match types in the CAT grid.

   5. Click the Save button.

5. On the credit note page, check if the recalculated Task Values and Net Total are correct.

6. Click the Save button at the bottom of the credit note page.

Change unit count and tax rates

1. Open the required credit note in edit mode.

2. Scroll down and select the Items tab.

3. Click the ‘Edit’ icon. The Corrective items popup will be displayed.

4. Change

Click on the Items tab, and  Edit an item. The unit and tax changes (as well as quantity, rate and discount / surcharge) are only available for manual edit for individual Invoice Items, and changes don’t affect Task Receivables.

Remove tasks from a credit note for further use

If you have mistakenly included a task on an invoice, you need to unlock it so it can be added to a different invoice. However, if you have issued a credit note for this invoice, you need to remove the task from the credit note first.

Remove a task without changing receivables

1. Open the required credit note in edit mode.

2. Scroll down and select the Tasks tab.
   

   

3. Click the ‘Remove’ icon in the required task line. The task will be marked with a strikethrough.

4. Click the Save button. The task will be automatically removed from the original invoice and ready to be invoiced again.

Remove a task and change receivables

1. Remove one or several tasks as described above.

2. Open the project linked to the task and edit receivables there.