In this tip, we’ll show you how to make a Credit Invoice!
It’s a huge part of some business models so we wanted to not only make this whole process as simple as possible but also wanted to whip up a quick #TuesdayTip to show you how it’s done!
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Hi everyone today I’d like to show you a quick and easy way of creating a credit invoice
You can do this either to avoid an existing invoice or to raise an ad hoc credit with a client
Let’s start with an existing invoice that you need to cancel out
Go to the invoice and hit the duplicate button then set the status to credit invoice and hit save
Note that if you need to otherwise edit the invoice in any way you need to do so before saving
To raise an ad hoc credit invoice create a new invoice as you normally would
Add the relevant products but do not set negative values
On the pricing set the status to credit invoice and when you save it returns those sums on the invoice as negative figures
As with the previous example once a negative value has been set you cannot edit the invoice