Credit notes and cancelling an invoice

Credit notes are a module. Turn on “Credit notes and cancellations” in Account, Modules/Features.

Credit note. Open the invoice detail and in the More menu choose “+ Credit note (dobropis)”. The customer and items are copied with negative amounts and the credit note refers to the original invoice. Change what you need, for example keep only one item or part of the price, and save. Credit notes have their own number series (Account, Document settings) and are printed as a corrective tax document (opravný daňový doklad), with the VAT breakdown for VAT payers.

Cancelling an invoice. For an invoice that has already been sent or paid, the More menu also offers “Cancel invoice”. It issues a credit note for the whole invoice and marks the original as cancelled. The invoice stays in your number series and its detail links to the cancellation. A cancelled invoice can no longer be edited or marked as paid.

Credit notes are deducted in the VAT overview and are included in the ISDOC export for your accountant.