Enrolment Dashboard > Financial Tile > Negative and delete invoice

A negative invoice (also known as a credit note) is a document issued to reduce or cancel a previously issued invoice. It acts as a negative value to adjust the amount previously billed to a student. 

Steps to mark both current and future invoices as negative and also delete:

On the Enrolment Dashboard, you can view the financial details of a student. Under the Financial tile, you can see all created invoices for the student, allowing you to manage and operate them easily.

You can mark both current and future invoices as negative just by selecting the negative invoice icon. Marking future invoices as negative streamlines the invoicing process and enhances financial clarity. Additionally, you can also remove a negative invoice from the Financials tab if it is no longer required or was created by mistake, ensuring your invoicing remains accurate and clear.

By clicking the icon, the Negative Invoice screen will open, where you can enter the required information.

You can specify the amount you wish to adjust or cancel. After entering all the necessary details, click the Save button. The created negative invoice will be displayed in the grid, showing the debit, credit, and balance amounts. A pop-up confirmation message will appear for your approval to delete the negative invoice. Once confirmed, the invoice will be successfully deleted.