How to Issue a Credit Note in Matters.Cloud

How to Issue a Credit Note in Matters.Cloud

Introduction

Issuing a credit note in Matters.Cloud is a straightforward process that allows you to adjust or correct invoicing errors. Follow the steps below to create a credit note for any invoice within the Matters.Cloud platform.

Note: Matters.Cloud supports issuing full credit notes only, and any associated time or disbursements are returned to an unbillled state. In the case where a partial cancellation is required, a full credit note should be created and a new lower value invoice should be issued. Alternatively if local tax laws allow a write-off can be recorded for the differential amount.

Steps to Issue a Credit Note

Step 1: Navigate to the Invoices Section

  1. Log in to Matters.Cloud.

  2. Go to the Invoices Section:

    • From the main dashboard, locate the sidebar.
    • Click on Invoices to open the invoice screen.

Step 2: Access All Invoices

  1. Select All Invoices:
    • Click on the All Invoices option to view the list of invoices.
    • Set the filter to Invoiced to display all invoices that are in the invoiced status.

Step 3: Open the Relevant Invoice

  1. Select the Invoice:
    • Look through the list of invoices and find the invoice for which you need to issue a credit note.
    • Click on the Invoice Number to open the detailed view of the selected invoice.

Step 5: Create the Credit Note

  1. Initiate Credit Note Creation:

    • Once the invoice details are open, locate the Create Credit Note button as shown in the image below:

  1. Finalize the Credit Note:

    • Review the credit note date and date or supply

  1. Save and Send:

    • Once all details are correct, save the credit note.
    • You can then send it to the client or keep it for your records, as required.

Conclusion

Issuing a credit note in Matters.Cloud is a simple process designed to help you manage invoicing corrections efficiently. By following these steps, you can ensure that all necessary adjustments are made accurately and promptly. If you encounter any issues or have further questions, refer to the Matters.Cloud support resources or contact their customer service for assistance.


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