> For the complete documentation index, see [llms.txt](https://tfx-guide.gitbook.io/tfx-biz-flow-comprehensive-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://tfx-guide.gitbook.io/tfx-biz-flow-comprehensive-guide/quick-start/sell-module-guide/navigating-the-sell-module/invoice-management/editing-and-deleting-invoices.md).

# Editing and Deleting Invoices

Ensure you edit or delete invoices as needed before sending. Post-send, any adjustments require the issuance of a credit note.

Credit notes are financial instruments used by businesses to rectify invoicing errors, process returns, or provide refunds to customers. In the TFX Biz-Flow Sell Module, generating and managing credit notes is a streamlined process that ensures your financial records remain accurate and up-to-date.

<figure><img src="/files/gX7I7umPu3gTLVt18JUH" alt=""><figcaption><p>Credit Note Option </p></figcaption></figure>

**Initiating a Credit Note**

1. **Accessing the Invoice**: Navigate to the invoice requiring a credit note from the Invoices section.
2. **Open Credit Note Form**: Click on the "Add Credit Note" button on the invoice to bring up the credit note form.

<figure><img src="/files/nNFmUQoEiMaNAKexjHxa" alt=""><figcaption><p>Credit Note Form</p></figcaption></figure>

### Completing the Credit Note Form

#### Adding Credit Note Details

* **Select a Product to Refund**: Use the dropdown menu to choose the product for which the credit note is being issued, if applicable.
* **Credit Note Description**: Provide a clear description of the reason for the credit note for record-keeping and transparency.
* **Price Adjustment**: Enter the amount being credited back to the customer's account.

#### Tax Considerations

* **Service Tax**: If service tax was applied to the original invoice and is subject to the credit note, include the appropriate service tax percentage.
* **Total Credit Note Value**: The system will calculate the total value of the credit note, including taxes.

### Finalizing the Credit Note

* **Review the Information**: Ensure all details entered are correct and reflect the intended adjustments.
* **Submit the Credit Note**: Click the 'Add' button to finalize the credit note. This will automatically update the customer's account balance and adjust inventory if necessary.

### Post-Credit Note Actions

After a credit note is issued:

* **Customer Account Adjustment**: The customer's account will be credited with the amount specified in the credit note.
* **Inventory Adjustment**: If the credit note is related to a return of goods, the inventory will be updated to reflect the returned items.