Credit note

In this help article, we show you how to create a credit note in Conta.

If you have sent an invoice that contains errors, you cannot delete it. Instead, you need to create a credit note that cancels out the existing invoice, then create a new one.

Once you are logged in to Conta, you can either click «Show all invoices» on the front page or you can go to the top menu > Invoice > Invoices. Here you will find an overview of invoices you have sent.

Click on the invoice number to the left of the list. This opens the invoice details of that specific invoice. On the right hand side click «Create credit note» .

You will now be given the option to date the credit note. Today's date is the default. The date of the credit note affects VAT and tax.

Sending the credit note

If the customer has already received the invoice you want to credit, you must also send them the credit note. By law, both you and your customer (if it is a business) must have it in your accounts.

If you have not sent the invoice yet, your customer does not need to know that you made a mistake. You can simply send the new invoice with the correct information.

You get the same options for sending the credit note as you do when sending an invoice.