Please add a function to create credit notes against existing invoices, especially where a customer has already paid the full amount and needs to be refunded. We are integrated with Xero so adding a refund is a multi step process that involves going into Cliniko and Xero.
We’ve added a ‘credit note’ as a billable item, which can be added to an invoice. You will still need to add a credit note via Xero, but we’ve found this useful in Cliniko to keep track of changes etc.
Thanks, that’s a great idea. I still hate the idea of editing invoices that may have already been recognised in a BAS. I hope Cliniko will add credit notes and also enable us to lock financial periods so no info already submitted to the tax office can be changed!