Accounts are automatically closed when a final/tax invoice is generated. You will need to re-open a closed account if you want to raise a credit note.
Find the account you want to reopen
Click on the booking in your calendar.
Click View Account.
Reopen the closed account
Click Open Account.
- You will be prompted to confirm that you want to reopen the closed account.
- Click Open Account.
A credit note will automatically be issued to reverse the original invoice and the credit note transaction will appear in your statement.
The Status of the account will update to "Uninvoiced" and the Invoice Number will be cleared.
- A new invoice number will be created when the next invoice is generated.
Make changes to the account
- You can now make any necessary changes to this account.