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Remove Credit Allocation from an Invoice

Here's how to remove the credit allocation from an Invoice

Updated over a week ago

Unallocating (or 'unmatching') a credit note from an invoice in Auxo Workshop is a straightforward process. Follow the steps below to remove the credit note allocation from an invoiced job.

Steps to Unallocate a Credit Note

  1. Navigate to the invoiced job that has been linked to a credit note.

  2. Scroll to the bottom of the job.

  3. Click the dropdown arrow next to the Amount Due. This will expand the detail showing the total amounts, payments, and credit notes applied to the invoice amount.

  4. Hover your mouse over the total amount of the credit note you wish to unallocate. A delete icon will display.

  5. Click the Delete icon

  6. You will see a confirmation message asking you to confirm the deletion of the credit allocation. Click Confirm.

Important Notes

  • The amount owing on the invoice will increase by the value of the credit note unallocated.

  • Unallocating the credit note from the invoice does not delete the credit note. The credit note will still exist but will no longer be linked to this invoice.

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