Credit an invoice

A credit invoice reverses an invoice that has already been finalized or sent. It's the correct way to "undo" a finalized invoice, because finalized invoices are locked and can't simply be edited.

Create a credit invoice

1. Open the invoice from the overview.
2. Open the header overflow menu (the ⋮ button) and choose Credit invoice.
3. Confirm when prompted.
4. If the invoice's flow is no longer active, you may be asked to pick the flow for the credit invoice. Choose one (or None) and continue.

SHIPM8 creates a credit invoice that mirrors the original with reversing amounts. The original is marked as credited, and both invoices link to each other (the credit shows the original invoice as related).

You need the Update invoices permission to credit an invoice.

tip

To re-bill a corrected amount, credit the original and then create a new, corrected invoice — or use Duplicate to start the corrected one from the original.