Re-send and credit

Resending an Invoice and Issuing a Credit Note

TEQ makes it easy to resend an invoice while automatically generating the corresponding credit note. This ensures accurate billing and a clear audit trail for both you and your customer.

Step 1: Open Invoice History

1. Navigate to Invoice → History.
2. Locate the invoice you want to resend using search or filters (date, customer).

Step 2: Resend the Invoice

1. Click the ✉️ envelope icon next to the invoice you want to resend.
2. TEQ will open the invoice creation window, allowing you to:
3. • 📝 Adjust line items
   • 💲 Update prices
   • ✏️ Edit comments
   • 📄 Add attachments

Step 3: Send the New Invoice

Once you are ready:

• Click Send to issue the updated invoice.
• TEQ will automatically:
• • Create a credit note for the original invoice
  • Send both the new invoice and the credit note to the customer

Step 4: Review the Results in Invoice History

After sending:

• The new invoice and its credit note will appear in Invoice → History
• Previously credited invoices display a red envelope icon next to the invoice number

🛠 Troubleshooting

Envelope icon not visible in Invoice History

• Ensure the invoice has been sent at least once, drafts cannot be resent.
• Confirm your user role includes permission to manage invoices (Settings → Admin → User Roles).

Credit note not appearing

• Refresh the page, sometimes the credit note may take a moment to appear.

Customer did not receive the new invoice

• Verify the customer’s email address in their customer card.

Unable to edit the invoice before resending

• You may not have edit rights for invoices.
  Ask your TEQ administrator to review your permissions.

Still experiencing issues?

• Reach out to TEQ Support with invoice numbers and screenshots for faster troubleshooting.