Not yet. WinPal doesn't have a dedicated credit note feature, so there's no separate document type for reducing an invoice you've already sent. Depending on what you're trying to do, here's how to handle it today.
Still a draft: just edit it directly and re-save, nothing has been sent yet.
Already sent: open the ā® menu and choose Cancel invoice, then Duplicate it, correct the amount, discount, or line items on the copy, and send that instead. The original stays on record as cancelled, so you'll have a clean paper trail of what changed.
WinPal doesn't process refunds itself, since payments settle directly into your own Stripe, PayPal, or Venmo account rather than passing through WinPal. Issue the refund from whichever account the client paid through:
Card payment via Stripe: issue the refund from your Stripe Dashboard.
PayPal or Venmo: issue the refund from your PayPal or Venmo account.
Cash, check, or bank transfer: return the money the same way you'd handle it outside of any app.
Once you've refunded the client, go back to the invoice in WinPal and use the ā® menu to Cancel invoice or Mark as uncollectible so your records reflect that you don't expect that money.
If your client has already claimed input tax off your original invoice (common in the UK, EU, Australia, and New Zealand), a cancelled or duplicated invoice in WinPal isn't a substitute for a compliant credit note. For now, issue the credit note from your accounting software (like Xero or QuickBooks) instead, referencing the original invoice number. We don't have a built-in credit note feature yet, but it's something we're aware trades in VAT/GST countries need, and it may come in a future update.
