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Create an Invoice With Zero Balance Due
Create an Invoice With Zero Balance Due
Updated over 2 months ago

The purpose of a zero-dollar invoice is to acknowledge and track a specific credit balance or advance payment with a customer. At times, you may not want to charge a client for work performed but still show the client work that was completed.

There are two ways that you can do this within Canopy:

  • Completely write down a line item to $0.00

  • Discount the line item at 100% to reduce the rate to $0.00

Write Down a Line Item to $0.00

1. Navigate to an invoice and select Edit under the three stacked dots.

2. Under the WUWD column, enter the amount needed to bring the invoice total to $0.00.

For example, in the screenshot, the amount due is $100.00. To bring the total to $0.00, simply enter -$100.00.

3. Select Preview changes.

4. Click Send or the Save icon.

Discount a Line Item at 100%

1. From the three stacked dots, select Edit.

2. Scroll over to the Discount column.

3. If needed, click the % option to choose from a Percentage % or Dollar $ discount.

4. For Percentage %, enter 100%.

5. For Dollar $, enter the amount needed to bring the invoice total to $0.00.

For example, in the screenshot, the amount due is $100.00. To bring the total to $0.00, simply enter $100.00.

6. Select Preview changes.

7. Click Send or the Save icon.

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