Outgoing invoices → open an invoice → Credit note
Open the outgoing invoice you want to credit.
Choose the credit note action from the invoice.
Cashfeed creates a new credit note and returns its ID.
Use that new credit note as the document you continue working on.
The credit note is a separate outgoing invoice document, not a change to the original invoice.
Open the newly created credit note.
Check the fields and line items before sending it.
If needed, update the draft credit note first, then send it.
If the invoice has already been sent, keep the original invoice unchanged.
If you need a corrected sales invoice instead, use the outgoing invoice correction workflow.
Send the credit note using the same outgoing invoice workflow you use for other invoices.
If you only need a PDF record, keep it as a draft or file it for later.
After sending, check the invoice list to confirm the new credit note exists.
A credit note follows the normal outgoing invoice flow after creation.
Open a sent outgoing invoice, not a draft.
Make sure you are in the outgoing invoices area.
If you still cannot find it, contact Cashfeed support.
Refresh the outgoing invoices list.
Search for the new credit note by invoice number or subject.
Confirm the credit note action completed successfully.
Leave the original invoice as-is.
Create a separate credit note for the reversal.
Use the outgoing invoice correction workflow for edits to the invoice itself.
