Deleting Client Credit Notes

Client credit notes can only be deleted directly if they have not been sent to accounting yet. Click Delete to remove the credit note.

If the credit note has been sent to accounting or skipped, the Delete button will not be present. If there is a scenario that you need to delete an incorrect or re-issue a new credit note, you are required to remove (delete or void) it from your accounting package first (WorkGuru cannot do this) and then back in WorkGuru, click on Queue Resend to Accounting. This will re-enable the Delete button.