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Level 1

Convert an Invoice to Credit Memo

Hi,

 

I have issued a series of invoices for one customer, now I want to convert one of the invoices to credit memo to previous invoice. i.e. I want to sue the same invoice number but as credit memo, is it possible?

4 Comments
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Moderator

Convert an Invoice to Credit Memo

We are unable to convert invoices to credit memos, bijan314.

 

You'll want to delete the said invoice and create a separate credit memo. Make sure you take note of the invoice details before deleting it.

 

1. Open the invoice.

2. Click More at the bottom of the Invoice page and select Void or Delete.

3. Click Yes to confirm the action.

4. Create a credit memo.

 

Meanwhile, we can use the same invoice number for the credit memo by turning on the Custom transaction number function. Here's how:

 

1. Click the Gear icon in the upper-right corner and select Account and Settings.

2. Select the Sales tab and go to the Sales form content section.

3. Mark the Custom transaction numbers box.

4. Click Save and Done.

 

Upon saving the credit memo, there will be a prompt message that you're already using the transaction number twice or many times. You can choose Yes to confirm the action.

 

I'll be right here if you have further questions about this.

Highlighted
Level 15

Convert an Invoice to Credit Memo

Open the invoice. At the top is Credit Memo "Refund/Credit" icon is right there.

 

"I want to sue the same invoice number but as credit memo, is it possible?"

 

If you want to do that, this will be a Manual process.

 

Never Delete the invoice; that is the original sale and this is bad guidance.

Highlighted
Level 1

Convert an Invoice to Credit Memo

I don't think it is a good accounting practice to change  an invoice  into credit memo or delete an invoice .  my recommendation is let the invoice be there and create a credit memo against that invoice; which is the usual treatment of invoices.

Highlighted
Level 1

Convert an Invoice to Credit Memo

I don' think that it is a good accounting practice to  change an invoice into Credit memo. I will recommend let the invoice be there but prepare a credit memo with same information against it. 

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