...
To do that, go to the specific invoice, click on the action wheel at the top right of the General info section, and record a credit note to this invoice.
The system will fetch the data related to this invoice. You must specify the reason, and then you can delete the invoice items that the client has discarded.
This credit note will also have a status, either Draft or Open. Once you save it, the same restrictions will be applied. In other words, if the credit note is saved with an Open Status, you cannot change it, delete it, or return its status to draft.
This credit note will have then an automatic number generated by the system.
...
For example, the two-time logs above were invoiced to the Client.
Then we created credit notes to cancel the invoiced time logs.
...
To do so, you can go back to the main invoice, and from the 3 dots options choose "Revert Time Logs/ Expenses Status"
and confirm your selection,
...
You can now notice the statuses of the time logs are reverted to "to-invoice" and can be invoiced later on.
For more information on LEXZUR, reach out to us at help@lexzur.com.
...
