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)

• In the “Details” section

  • You could choose one of the following tabs:

    • Include express billing,

    • Include invoice splits

    • Include reccuring charges

  • and click on the pencil to modify the information if necessary (i.e: quantity (in negative), delete an item or change the unit amount) then cick on “Submit”

OR

• Click on “ADD” to complete the “invoice profile details”

  • Choose an “Invoice element”

  • Write a “Description”

  • Write a “Quantity” (amount in positive or negative)

  • add “Unit Amount”

  • Click “Save and Close” or “Save and add a new one”

• Once you have completed, click on “Submit” at the top of the page. All that’s left is to print the invoice or send it by email to your agent.