How to Credit an Invoice

How to Credit an Invoice

1.       Click on ‘Customers’ from the list of menu options on the left hand side of the screen;

2.       Search for the customer whose invoice you want to cancel using the search field at the top right of the page;

3.       Double click on the customer name or click on the blue pen icon to open the customer details and then scroll down the page to the Customer Invoice section and double click on the invoice or click on the blue pen icon to open the invoice you want to credit/reverse;

4.      Note down the details of the invoice or print off a copy as a reference, you need to know the products on the invoice and the final amount so that you credit the exact same products and amount.

5.       Now that you have the details of the invoice to be reversed you can raise a credit invoice.  Click on the ‘+’ icon at the top right hand side of the page next to your company name and logo and select Customer Invoice from the drop down box.

6.       Search for the customer in the Select A Customer search field a double click on the correct customer;

7.       Enter the invoice details the same as the original invoice except, change the type of invoice to ‘Credit’.  Ensure that the Products entered are the same as those on the original invoice and the balance due also matches.  In the invoice notes section you can reference the original invoice number;

8.       Once you have entered the details to match the original invoice and the invoice type is changed to credit click ‘Process’ button at the bottom right of the page;

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