Hi @rogerabritt
Editing a saved invoice (especially if it's in a previous/filed VAT quarter) is likely to cause more problems than it solves.
As the customer has paid the invoice (presumably with incorrect VAT) they will need to correct their accounts too.
You don't say for sure whether you've under- or over-charged but, you mention a credit, so I guess overcharged.
You could just raise a credit for the overcharged VAT.
Enter Credit Note
Line 1 : Goods/Service with incorrect VAT Code (cancels the original)
Line 2 : MINUS Goods/Services with correct VAT Code (effectively creates a new sale)
The Goods/Services sum to £zero.
The total Credit Value is the overcharged VAT.
This Credit Value will be shown in the customer's account. If you plan to refund, you can raise a Cheque to the customer which will also show in the customer's account - use Receive Payment to check off against other.
If you prefer not to have negative amounts on a credit note -
(1) Raise a credit note for the entire invoice with incorrect VAT code. Add a Memo to explain.
(2) Raise a new invoice with the correct VAT code.
(3) Raise a Cheque to refund.
(4) Use Receive Payment to zero the account.
(5) Customer will need the credit & invoice (as well as the refund) to balance their books.
Hope this helps.
