Invoice & Credit Note Dates

According to South African legislation, Invoices & Credit Notes should both follow chronologically and numerically.  Thus Invoice & Credit Notes have these rules applied to them, that limits you in certain ways:

• Only the latest instance can be deleted.
• New documents can only be created with a date later or equal to your previous latest used date.
• In certain instances you will not be allowed to edit the date of an Invoice or Credit Note.

How do I reverse an old incorrect Invoice?

The correct procedure is to create a Credit Note for it.  Easily achieved by clicking on Actions on the Invoice, then on Edit to Credit Note.

Updated: Sun, 26 April 2015