> ## Documentation Index > Fetch the complete documentation index at: https://docs.menaia.com/llms.txt > Use this file to discover all available pages before exploring further. # Credit void reasons > Set up the standard reasons your team picks from when crediting or voiding an invoice or credit note — so every adjustment is consistent, searchable, and easy to report on. A **credit or void reason** is a short, reusable label your team chooses when they credit or void an invoice — or void a credit note. Setting up a clean list here means everyone reaches for the same wording, your records stay consistent, and you can filter and report on why money moved later. Credit and void reasons live in **Workspace Settings**, which is for admins. Most people on your team won't see this area — they'll simply pick from the reasons you set up when they credit or void something. ## Where to find it Credit and void reasons are set up **per branch**, alongside your other invoice settings. Go to **Settings** from the main navigation. Open the **Invoices** section. You'll see a row of tabs across the top: **Overview**, **Invoice Content**, **Credit & Void Reasons**, and **Payment Terms**. Click **Credit & Void Reasons**. This is the list you'll manage. If your organization has more than one branch, use the **branch selector** in the top-right to choose which branch you're editing. Each branch keeps its own list of reasons. In a hurry? Use the search box in Settings and type *credit*, *void*, or *reasons* to jump straight to this page. ## The three kinds of reason Every reason belongs to one of three categories, which decides where it shows up: * **Invoice Credit Reason** — offered when someone credits an invoice (for example, *Goodwill Adjustment* or *Pricing Correction*). * **Invoice Void Reason** — offered when someone voids an invoice (for example, *Created in Error* or *Duplicate*). * **Credit Note Void Reason** — offered when someone voids a credit note. When your team credits or voids something, they only see the reasons that match what they're doing — so a void reason never clutters the list during a credit, and vice versa. ## Add a reason On the **Credit & Void Reasons** tab, click **Create New** to open the **Create Credit or Void Reason** form. Pick the category from the **Reason Type** menu — Invoice Credit Reason, Invoice Void Reason, or Credit Note Void Reason. This controls where the reason appears, so choose the one that matches when your team should reach for it. Enter a clear, short **Name** — this is exactly what your team sees in the list when they credit or void. Aim for plain wording like *Goodwill Adjustment* or *Created in Error*. Use the **Description** to explain when to use this reason. It's a helpful nudge for your team — for example, "Use when we waive a charge as a courtesy." Leave **Is Enabled** checked so the reason is available right away. Uncheck it to keep the reason on file but hide it from the list your team picks from. Enter a **Sort Order** number to control where the reason sits in the list. Lower numbers come first, so the reasons you use most can sit at the top. Click **Create Reason**. The new reason appears in the list right away. The **Reason Type** is locked in when you create a reason — you can't change it afterward. If you picked the wrong category, create a new reason under the right one and disable the old one. ## Edit a reason Find the reason in the list and click the **pencil** icon (or, on a phone, the **three-dots** menu, then **Edit**). You can update the **Name**, **Description**, **Is Enabled** state, and **Sort Order**. The **Reason Type** is shown for reference but can't be changed. Click **Save Changes** when you're done. Want to retire a reason without losing your history? Just uncheck **Is Enabled** and save. The reason disappears from the list your team picks from, but every past invoice or credit note that used it keeps its label intact. ## Find a reason in a long list Use the **search box** at the top of the list to filter by name. You can also sort the table by clicking the **Name** or **Sort Order** column headers, and the list pages through when there are more reasons than fit on one screen. ## Delete a reason Deleting is permanent — disabling is usually the safer choice. If you're sure, click the **trash** icon next to the reason (or the **three-dots** menu, then **Delete**) and confirm in the **Delete reason?** dialog. Before you delete, know what happens: * Any past invoices or credit notes that used this reason will **lose their reason** — it shows as blank. * You **won't be able to filter or report** on this reason for those past records. * It **no longer appears** as an option when crediting or voiding. If you only want it gone from new invoices, **disable it instead of deleting**. ## Tips for a tidy list Keep names short and unmistakable. *Created in Error* and *Duplicate* tell the whole story at a glance — long sentences are harder to scan when someone's mid-task. * Cover the cases your team actually runs into, but resist adding near-duplicates — too many similar reasons make the data noisier, not richer. * Put your most common reasons first with a low **Sort Order** so they're a one-click choice. * Use the **Description** to settle "which one do I pick?" questions before they reach you. * Remember each branch has its own list — set up the reasons that match how each branch works. ## What's next Set the due-date terms your invoices use, branch by branch. Tailor what appears on your invoices and automate routine invoice steps.