Raise a Credit Note Through AutoAlert

With AutoAlert, you can easily raise invoices from your jobs or create a miscellaneous invoice. But what if you’ve made a mistake on your invoice and need to either cancel it completely or amend the amount.

To cancel or amend an invoice, the easiest way is to select your existing invoice and then click copy invoice.

This will create a new miscellaneous invoice with the same details. You can then either change the amount to negative to offset your original invoice or add a different amount to either reduce or increase your existing invoice.

You can also change any of the details in the description to make it clear that this is a credit note.

Find out more information about AutoAlert Jobs Management and how it can be benefit your business.