If I send out an invoice that has a typo on it ... e.g. £1000 instead of £100 - or if a customer decides not go go ahead with the booking and it therefore needs to be cancelled; how would you suggest I deal with these situations?

My accountant does not want me to delete an invoice as this would break the audit trail. I am pretty sure the accountant would also not be happy if I changed information on the invoice after it has been printed and sent.

Thanks

Nikki

Hello Nikki,

In the case you describe you should create a new credit note and then apply it to the existing invoice. Here is our help topic on how to create a credit note:
http://www.solaraccounts.co.uk/help/how-to-credit-a-customer-account.php

And also how to apply a credit note to an invoice:
http://www.solaraccounts.co.uk/help/how-to-allocate-a-credit-note.php

Regards,

Thanks again Mark for the fast reply. All seems obvious once explained! Sorry ....

Nikki

You're welcome! Let us know if you have any other questions.