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.

Note: if selecting True for return items to stock - the delete button will not be available as it is inherently tied to a stock movement. For this case, while you can't delete the credit note, you can go into the stock tab and locate the stock in movement linked to the credit. Open that movement up and then hit revert - finally go into the credit note and then delete the line items that you have reverted the movements for. This will account for the values on the credit note that are being reverted and you can re-raise another credit if needed.