Credit notes raised without creating link to relevant invoice

Hi Cathy

• Go into the invoice you want to assign against
• Scroll to the bottom
• Click apply

Job done (not initially very intuitive I agree but easy once you know how)

Hi Kevin Thanks for your response. I get that for a new credit note. But I'm looking at credit notes that were created some time ago - a previous accounting period - and have been included in a VAT return, but were not linked to the relevant invoice. Is it possible to add a link retrospectively? I can't see one. The only options if I scroll down are to add a note or create a recurring invoice. thanks Cathy

Hi Cathy

It shouldn't matter what accounting period it's in.

First go to Sales > Unpaid and click on the invoice in question:

Then once you're in, scroll to the bottom and you should see this:

thanks Kevin. Very helpful.