Removing a credit

Once you have added a credit to an invoice, you can remove it easily if you added it by mistake. The easiest way to do this is from the Credits index.

To get started, click Credits in the sidebar and select the credit that you want to remove.

When the invoice appears, you will see the credit listed in the table.

To remove the credit, click Remove.

Removing the credit will return the invoice to an Owed state meaning that payments can be made against it.

We don’t notify the member if you remove a credit, so if you want to resend the invoice to them you will need to send a reminder. To learn more, see Sending reminders to a member.

When you (or one of your admin team) remove a credit, we record a note against the invoice for reference.

Click on Activity & notes to see the note.