SettleWiseCredits & ExceptionsShared concept
CX-01Shared language

Paid invoices are never voided

After a cancellation, it is tempting to delete or void the paid invoice.

Track

Shared concept

Phase

Shared language

Starts with

Urge to delete

Ends with

History intact

Look at an invoice with a credit memo.

Before you start

Sign in as
Accounting or owner

Run the scenario

  1. 1AccountingSettleWise · Invoices

    Open a refunded or rolled-over invoice and read its timeline.

    Expected evidence

    Payments and the credit memo both appear; nothing was deleted.

Scenario completed

History intact

Invoice history
Paid→Paid plus credit memo

If it does not match

  • If Delete/Void is offered on a paid invoice, it only voids unpaid parts; prefer a credit memo.