I’ve got a client with an outstanding invoice, and I need to apply a credit note. Never done this before with an unpaid bill. Feels like I’m navigating uncharted waters here.
Anyone dealt with this scenario? Curious about the right approach to handle it smoothly.
Not sure about the ‘proper’ way, but I’d just subtract the credit from the invoice total. Keeps it simple for both sides. Maybe jot down a note explaining the change.
Credit notes? Pretty fancy stuff for me. I just fix things.
I’ve been in this boat before. Here’s what worked for me:
I just edited the original invoice, subtracted the credit amount, and added a note explaining the change. Something like ‘Credit applied: $X for [reason]’.
Then I sent the updated invoice to the client with a quick email explaining the adjustment.
For my records, I kept the original invoice, made a note of the credit, and saved the new version. Come tax time, I could show the paper trail if needed.
This approach kept things simple for the client and me. No fancy accounting tricks, just clear communication.
One tip: if you do this often, set up a template for credit notes. Saves time and looks professional.
Honestly, I’ve never been big on fancy accounting stuff. My approach:
Simple and straightforward. No need to overcomplicate things.
If you’re using accounting software, there might be a proper way to do it. But for me, keeping it clear for the client is the main goal.
Just make sure to keep good records on your end. You’ll thank yourself come tax time.
Here’s how I handle it:
This way everything is clear and above board. Keep records of both the invoices and the credit note for your books. It keeps things professional so the client sees exactly what is what.
I’d just adjust the original invoice amount and add a note explaining the credit.
Send the updated invoice to the client with the new total.
Keep it simple and clear. No need for extra steps or paperwork. Just make sure you note it in your records for tax time.