This article explains how to detach a credit from an invoice and how to void a credit in Workshop Software. Detaching removes the credit allocation from invoices, while voiding cancels the credit entirely.
Please note: If you are voiding a credit, it will automatically detach the credit from all attached invoices. You do not need to run the detaching process separately.
Please note: You must remove any attached credits before voiding an Invoice.
Step 1: Open the Credit
- Begin by accessing a Customer or Vehicle associated with a Credit, in the list of Customer Invoices click the pen Icon or double click to open the Processed Credit, you may also search for and open the Credit directly.
Step 2: Detach the Credit from Invoices
- Begin by opening the Invoice which has an Attached Credit.
- In the Credit Applications card, click the Star Icon then select Reverse Applications and in the pop up confirm you would like to Reverse the Credit Applications with the Yes button.
This will remove the credits attached to all invoices and allow you to either void the credit or re-allocate it to another invoice if needed.
Step 3: Void the Credit (Optional)
If you want to void the credit entirely after detaching:
- Open the credit.
- Scroll to the bottom and press Void.
- Click Yes to confirm.
Good to Know
- Voiding a credit automatically detaches it from all invoices - you do not need to detach first.
- If you only need to move a credit to a different invoice, use the detach process (Reverse Applications) without voiding.
- Double-check the details before finalising to ensure accuracy for your customer and your records.
Frequently Asked Questions
Does a credit note sync to my accounting system?
If you have an accounting integration set up, credit notes will sync automatically to your connected accounting software.
