A credit invoice can be created from the Sent and Archived invoices view, either from the 'Invoices - All' or 'Invoices - Archived' tab.
- The original invoice lines are copied to the credit invoice as negative values
- The invoice type is set as a credit invoice
- Attachments are not copied to the credit invoice
- In the Completed view you can send the completed credit invoice as a normal e-invoice by selecting the Create e-invoices function and then Selected invoices.
Creating a Credit Invoice
- Select the invoice for which you want to create a credit invoice by clicking on the invoice row once > the row will turn blue
- Click the Create credit note button
- You can modify the credit invoice before saving/sending. For example, if you don't want to credit the entire invoice (only partial credit), you can remove lines from the invoice, reduce the quantity, etc.
- When creating a credit invoice, the payment term field will automatically update with the due date based on the payment term
- Save the credit invoice using the 'Incomplete' or 'Done' button
If you click the link to the invoice being credited, the credit invoice will automatically be saved in 'Incomplete' status.
Creating a Credit Invoice with the New Invoice Form
The renewed invoice form allows you to create both sales invoices and credit invoices. The invoice type can be selected from the top right corner of the form:
By default, the invoice type is always set as Debit note, but it can be changed to a Credit note. You also need to select the invoice number of the credited invoice.
The amounts on the credit invoice lines should be marked as negative. The unit price should not be negative.