> For the complete documentation index, see [llms.txt](https://docs.loopit.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.loopit.co/billing/credit-notes/voiding-credit-notes.md).

# Voiding credit notes

Sometimes credit notes are created by mistake, or the situation changes and they’re no longer needed. In these cases, you can **void** the credit note in Loopit, which removes its effect on your invoices and balances.

## When You *Can* Void a Credit Note

Before you void a credit note, make sure:

* It hasn’t already been voided
* It hasn’t been refunded to the customer
* If it’s been applied to an invoice, it must be **less than one month old**

{% hint style="warning" %}
If the credit note has already been refunded or is older than a month, Loopit will block the void action to preserve financial accuracy.
{% endhint %}

## What Voiding Actually Does

Voiding a credit note isn’t just deleting it—it reverses all the changes that credit note made across your billing records. Here’s what Loopit takes care of automatically:

* **The credit note is marked as voided** — so it no longer applies to anything.
* **Invoices that used the credit are updated** — their balances will be recalculated.
* **The customer’s payment status may change** depending on how much is now unpaid.
* **The system logs this action for auditing**, including who voided it and which booking or customer it was linked to.
* **Loopit also notifies any integrations**, such as reporting or downstream accounting systems.

## How Invoices Are Affected

Once the credit note is voided, any invoice it was linked to will be recalculated.

Loopit reviews:

* How much has been paid
* How much was covered by credit notes or other adjustments
* What’s left outstanding

Then, the invoice’s **payment status** is updated automatically to ensure your invoices reflect the correct amount still due.

| Condition                              | Status             |
| -------------------------------------- | ------------------ |
| No payments or credits                 | **Unpaid**         |
| Fully paid through payments or credits | **Paid**           |
| Partially paid                         | **Partially Paid** |
| Full amount covered by held payments   | **Held**           |
| All payments failed                    | **Failed**         |
| All payments cancelled                 | **Cancelled**      |

## How to Void a Credit Note

Voiding a credit note removes it from the customer’s billing history and reverses its effect on any linked invoices. Here’s how to do it in Loopit.

{% stepper %}
{% step %}

### Find the Credit Note

Credit notes are tied to a **person**, not a booking.

To locate a credit note:

* Go to **People**
* Select the **relevant customer**
* Click on the **Billing** tab
* Open the **Credit Notes** section
* Click the **ellipsis (•••)** next to the credit note you want to void
  {% endstep %}

{% step %}

### Select "Void" Credit Note

Clicking this option will open a confirmation window. You’ll be able to:

* Review the details of the credit note
* (Optional) Enter a reason for voiding it — this is helpful for audit logs and team visibility
  {% endstep %}

{% step %}

### Confirm the Action

Click **Confirm** to void the credit note.

Once confirmed:

* The credit note will be marked as **Voided**
* Any invoices that used the credit will be updated
* The system will automatically adjust the customer’s balance

{% hint style="danger" %}
**Note:** This action cannot be undone. If you’re unsure, speak with your team or reach out to Loopit Support before proceeding.
{% endhint %}
{% endstep %}
{% endstepper %}