How to credit an invoice

To credit an invoice in total which has not been paid:
Go to modules: Accounting > Accounts Receivables > Invoices

• locate the desired invoice and click on the pencil to edit

• On the top section, click on “Credit”. A new window will appear.

  

• Select a “Credit date” and “Credit”

To create a credit note (open credit):
You need to create an invoice with a negative amount

• Click on the invoice tab to open the “Invoice list”

• Click on “Create” at the top of the page (This will open a new window)

• Select an agent and click “Next”

--> In the “Invoicing profile” you’ll see the agents name that you previously chose, the date, their address and you must fill out the Object section (i.e: credit for supplies)