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Issuing Credit Invoice

To issue a credit invoice, you should do the same as for custom invoice, but enter an invoice amount with negative sign. After you save the document its type will be automatically set as Credit Invoice and you will see this in the invoices list. And a credit invoice balance is shown as a negative value.

To issue a credit invoice:

  1. Click the New Invoice button.
  2. Fill the form that appears on the screen:
    1. Adjust the document issuing date by selecting the time and date from the relevant drop-down menus entitled as Document date. To set the current time and date, click the Now button next to these drop-down menus.
    2. Type the ID and name of the account you want to issue the credit invoice for into the relevant fields entitled as Account. Or click the Select button and select the account from the list that appears in a popup window.
    3. If an account you are issuing the credit invoice for is subject to some tax zone and tax rates are to be applied to the credit invoice total amount, then you can select the way of taxes calculation by checking or clearing the Amounts include all the taxes box:

    item 1

    USD 95

    item 2

    USD 95

    Tax

    USD 10

    Total

    USD 200

    item 1

    USD 100

    item 2

    USD 100

    Tax

    USD 10

    Total

    USD 210

    1. Type a free-form comment to an invoice into the Comment field.
    2. Specify at least one item you refund a customer for in the New Invoice Details section of the form. You can specify up to 20 items, one item (or item type) per string. To get the number of strings you need, please select the number from the Create drop-down menu and click the Display button. Specify invoice details string by string: type the subject you are charging a customer for into the left field, then enter the price per unit into the Unit Price field (remember that to create a credit invoice, you must enter prices with negative sign), specify the number of items in the Quantity field, then click somewhere in the Total field to get the total price.
    3. Click the Save button.

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