Add credit notes to paid invoices

How you approach this depends on the type of cycle you have: a scheduled cycle or an invoice cycle.

For a scheduled payment cycle, when paying suppliers for services like direct payments or residential homes, the system manages everything for you. If you’ve overpaid, it will automatically recover the excess amount without any additional effort on your part.

With invoice cycles, Mosaic will process payments only after you enter the invoice into the system. As a result, Mosaic will assume the invoice is correct.
​
To reverse the payment, just add a credit note. Alternatively, you can include a variation on an invoice sent by the supplier to cover the services the customers received. You could, in theory, put on an invoice for a negative amount, but you might as well put on a credit note since that’s exactly what it’s for.
​
You can add a care package variation without creating a credit note, but this won’t claim any money back from the supplier you’ve overpaid. Again, Mosaic considers the original invoice correct since it was done manually, so this likely isn’t what you’re after.
​
We recommend using manual credit notes with the Add Invoice/Credit Note button for any amounts you need to reduce in an invoice cycle. Even if the credit note arrives later, Mosaic might give you a warning, but you can still override it and apply the credit note.
​
If you need any further guidance, please raise a new case online and reference the title of this article.