Voiding a credit note in Pabau allows you to reverse its impact on an invoice, restoring the original balance and correcting any unintended adjustments or refunds.
Step 1: Navigate to the Client Card
Start by logging into your Pabau account using your login credentials. Then, proceed to navigate to the search bar at the top of the screen. Type in your client's name, and their profile will appear in the search results.
Step 2: Switch to the Financials Tab
In the client card, switch to the Financials tab to view all invoices, payments, and quotes associated with the client.
Step 3: Access Credit Note
To view credit note details, click on the corresponding invoice number. Credit note numbers typically begin with "#CN.."
Step 4: Void Credit Note
Once you access the Credit Note details, navigate to the top-right corner of the screen and click the "Options" button to reveal available actions. Click on the "Void" option to void the credit note.
You’ll be prompted to confirm whether you want to void the credit note, as this action is irreversible. Click the "Void Credit Note" button to finalize.
Once the credit note is voided, the original invoice will revert to its previous state, and the credit note will be removed from both the invoice record and the Financials tab.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.